Create And Configure Roles

Administrator roles are used to restrict / provide access to administrative users based on the pages of the Synergy 8 dashboard they need to access. 

As an example scenario, a business has a web team with each team member maintaining different areas of the website, such as a blog manager and product store manager. The product store manager role would only have access to the Commerce component of the Synergy 8 dashboard, and the blog manager role would only have access to the Content component of Synergy 8.

Creating a New Security Role

  1. Login to the admin panel of your website and click the "Administrators" link, located under the "Configuration" heading in the left sidebar.
  2. Click the button labeled "Configure Roles and Security" to view all the current security roles.
  3. Click the "New Role" button at the top of the page to begin creating a new role.
  4. Enter a meaningful title for identifying the role.
  5. Enter a description that accurately describes the use of the role.
  6. The 'Access control method ' field allows you to choose how you want the below access checklist to function, you have two options: 'Disable the features checked below', or 'Allow only the features checked below'.
  7. Now proceed to check / uncheck (depending on your Access Control Method) the features that the new role is going to have access to.
  8. When you are happy with the access you have provided the role with, Click the "Save Role" button at the bottom of the screen.