Welcome to the SynergyOS monthly newsletter for March 2024.
SynergyOS
This month, we're thrilled to announce the launch of our new permissions system to all clients. This update is designed to enhance both the power and flexibility of data management within SynergyOS, ensuring a more intuitive and secure user experience.
New Permissions System
We’ve overhauled our data model and permissions system to provide a unified approach to data management. Here’s a summary of the key changes:
- Directory (Primary Relation): All items must be children of a folder, simplifying the primary driver of permissions.
- Containers (Secondary Relations): A unified tagging system merges Drive and CRM containers, allowing items to be associated with multiple secondary containers (Standard Tags, Projects, Contacts, etc.). Custom secondary containers can also be created (e.g., customer support tickets).
- Items: Includes all items with a uniform data structure, encompassing files, notes, tasks, emails, conversations, and custom item data objects.
Key Features of the New Permissions System
- Inherited Permissions: Permissions passed down from the parent folder.
- Cascade Permissions: Permissions that automatically extend to all subfolders and items.
- Custom Permissions: Tailored permissions for specific folders and items, allowing for granular control.
This new system centralizes permissions around folders, aligning with how companies organize and think about access control. It offers enhanced power and flexibility while maintaining simplicity and ease of use.
New Item Fields: Priority, Status, Assigned
In addition to the permissions system overhaul, we’ve introduced new fields for all items to improve task and project management:
- Priority: Assign a priority level to items to help organize and manage them effectively.
- Status: Track the current status of items, providing visibility into its progress.
- Assigned: Easily assign items to team members, ensuring clear accountability and streamlined collaboration.
2024-04 Roadmap
Looking ahead, here are the upcoming features on our roadmap for April:
- Improvements to Synergy Tools.
The SynergyOS team