iAttendance · Guide
Access permissions
Create permission groups, pick exactly which screens each one can open, then assign people to groups.
Permissions ✅ Before you start
- The list of people who need access to the company portal.
- A decision, per role, about which modules they need to see.
🧭 Step by step
👪 Create a permission group
Permissions › Permissions Config
Open "Permissions Config" and create a group per real role — "Accounting", "Restaurant manager", "HR".
Name groups after roles rather than people, so a staffing change is just a reassignment.
☑️ Choose the screens for the group
Permissions › Permissions Config
Right-click the group row and choose "Edit" (the menu also has "Change Status" and "Deleted Record"). A "Permission" dialog opens with a grid of "Home Menu" and "Sub-menu".
Right-click inside that grid and choose "Add" to append a row, then press the edit button on it: "Home Menu" becomes a selector for the menu group and "Sub-menu" becomes a multi-select for the entries inside it. Save the row with the ✓ button.
Repeat for each menu group the role needs, then press "Save" in the dialog footer.
- Grant the minimum that works: only open the screens the role genuinely uses.
🙋 Assign the group to people
Permissions › Permissions Management
Open "Permissions Management" and attach the group to each account.
From then on, that person only sees the menu entries their group allows.
🔄 Disable or delete a group
Permissions › Permissions Config
Change a group’s status to suspend it, or delete groups you no longer use.
- Before deleting a group, check whether anyone is still assigned to it — otherwise they lose access without warning.
❓ Frequently asked questions
1 How does the permission model work?
You create a group, pick the menu entries it can open, then assign the group to accounts. People only see what their group allows.
2 Can someone belong to several groups?
Assignment happens in "Permissions Management". Designing one clear group per role keeps access easiest to reason about.
3 Are there restaurant-specific staff logins?
All eight restaurant screens live in the company portal and there are currently no scoped staff logins for that module. Use permission groups to control who can open them.
4 What happens to people when I delete their group?
Reassign them to another group first, or they lose access to the screens they had.