Skip to main content
Users should access Syntage with their own login. Administrators manage organization settings, users, permissions, billing configuration, onboarding branding, extraction scheduling, webhooks, and entity access.

​
User types

Administrators can also enable entity ownership controls. When ownership controls are enabled, users only see the entities assigned to them.

​
Add a user

Only administrators can add users.
  1. Open Users.
  2. Click Add user.
  3. Enter the user’s name, email, and role.
  4. Save the user.
The user receives an invitation email. The activation link is time-limited, so resend the invitation if the user does not activate access in time.

​
Activate a user

A user is active after they follow the invitation email, create their password, and sign in for the first time. If the invitation expired, an administrator can resend it from Users.

​
Make a user an administrator

  1. Open Users.
  2. Edit the user.
  3. Change User Type to Admin.
  4. Save the user.
Administrator access allows the user to change organization-wide settings. Grant it only to users who need to manage the organization.

​
Change the administrator email

To replace an administrator:
  1. Create the new user, or edit an existing user.
  2. Enable administrator permissions for the new administrator.
  3. Remove administrator permissions from the previous user, or delete that user if they should no longer have access.
Changing administrators does not remove the organization’s entities, reports, data, or configuration.

​
Limit extraction permissions

Administrators can control whether a user can create extractions.
  1. Open Users.
  2. Edit the user.
  3. Disable the relevant extraction permissions.
  4. Save the user.
Some permissions are datasource-specific, such as BIL or Buró de Crédito extraction permissions.