Access

With the "Access" tool, you can define what users can see in the menu and what they can do there — in other words, you can manage user permissions.

Open "Access" from the menu.

Permissions are assigned to groups. A user receives all permissions granted to their groups. If an individual user needs additional permissions, you can create an exception for that user. An exception cannot remove a permission granted through a group. If a user belongs to multiple groups, it is enough for one of the groups to grant the permission. Another group cannot remove that permission.

Changes are applied to the application only after clicking Save. Cancel discards any unsaved changes.

View

There are two views on the left:

• Groups — permissions that apply to all members of a group
• Users — a user's groups and exceptions

On the right, you can see the selected group's members or the user's groups, along with the permissions tree. The tree follows the menu structure: main folder, with pages underneath it. At the end of each main folder, you can find the folder's special permissions and dashboard widgets. Above the permissions is the Can view dashboard toggle.

The search field on the right searches for pages, special permissions, or widgets. The search field on the left searches for groups or users.

To the right of the search field are Expand all and Collapse all. These open or close the entire permissions tree. The same actions can be performed using Ctrl+Shift+A and Ctrl+Shift+C / ⌘+Shift+A and ⌘+Shift+C.

Groups

Above the line are groups that cannot be deleted: admin, superadmin, translators, and the groups corresponding to main menu folders (for example, Sales).

Below the line are the remaining groups. These can only be deleted if the group does not contain any users. The delete button is located at the right end of the group row.

Adding a new group: click + New group and enter the group code.

Adding users to a group: select the group and click + Add people. You can select multiple people at once and click Add. To remove a person, click the X next to their name.

Changing permissions

Each page has action buttons and a Can see toggle on the right.

When the Can see toggle is enabled, the group/user with the corresponding permission can see the relevant view/tool in the menu and open it. The Add, Edit, and Delete buttons can only be selected where that action is available for the page.

Button	What it does
See	The page is visible in the menu. For a folder, the folder and its pages are visible in the menu.
+	Adds a new item. The New button is available in the list header.
Pencil	Edits an existing item. The form can be saved after making changes.
Trash	Deletes an item. The button is not available if the list does not support deletion.

When Can see is turned off, the other buttons are disabled. Turn Can see on first.

• Enabling a page also enables its main folder. Without the main folder, the user cannot see the pages or related items in that folder.
• Disabling a folder removes the permission from the entire branch.
• A folder button that is partially enabled (shown with a dashed state) means that the permission is enabled only for some of the pages. Clicking it removes the permission from the folder.
• Reports only have the Can see permission.
• A special permission has one toggle: an action that is not covered by the standard editing permissions, such as reopening a closed document.
• Page and widget names are displayed in the same language as the menu.

A dashboard widget is visible when its toggle is enabled. A widget cannot be enabled if Can see is disabled for its folder.

Widgets are located at the end of the corresponding folder:

• Projects — On-time delivery, Stages by status, Next deadlines
• Production — Welding weight report
• Workforce — Reportings feed
• Sales — Revenue

Users and exceptions

Open the Users tab and select a user.

A permission granted through a group is locked. The row displays Comes from group …. This permission cannot be disabled for the user individually. If the user should not have the permission, remove it from every group that grants it, or remove the user from the group.

An exception is highlighted in yellow and applies only to that user. An exception adds a permission that is not granted by the user's groups. The user's header shows how many exceptions they have.

You can manage the user's groups in the header: click + Add group, or remove a group by clicking the X next to its name.