Menu access and delegated permissions

Control which menus each role sees and grant specific extra capabilities.

Who can use it: care-home managers and administrators.

Where to find it

Open Settings → Menu access, and a person's Access section in their staff record.

Each row is a job title; each column is a menu (Dashboard, Actions, Evidence, Compliance and so on). Tick the menus each job title should see.
Home Manager and Deputy Manager always see every menu, so their rows are fixed.
Rows marked default use Trine's standard set; Reset puts a row back to the default.
To give one person different access from their job title, open their staff record → Access.
Use Extra / Additional permissions there to grant a specific sensitive capability — for example managing staff-resource files, reviewing training, signing off competencies, staff communication or Manage readiness tracking routes — without making them a manager.

Menu access controls which pages a person can open. The grouped menu shows only the pages they can access, and hides a whole group when none of its pages are available.
Additional / delegated permissions grant specific sensitive capabilities. For example, Manage readiness tracking routes lets a person choose where a readiness requirement's evidence is tracked (Administrators have it by default; it needs the Dashboard menu and full access).
A person's role, care-home scope and the home's plan can all affect what they ultimately see. Some menus — such as the Organisation log — can never be given to agency staff or external users.