Administration
Set up your organisation, grant permissions, look after modules and interfaces and help colleagues get started
You have the artwork admin role or the settings permissions of individual areas. You always see everything – which is exactly why it pays to look through the eyes of a role without admin rights.
Your most important pages
| Page | What for |
|---|---|
| System → Tool settings | Branding, communication, mail, login, interfaces, modules, files – Tool settings |
| System → … | The specialist areas: events, calendar, rooms, shift settings, projects, inventory, CRM, budget, sources of funding, to-do lists, external access – System menu guide |
| Users | Accounts, invitations, freelancers, service providers, teams, permission presets – Users & teams |
| Users → Person → User rights | Permissions per module, applying presets, copying the permissions of another person – Roles & permissions |
| Recycle bin | Restore deleted items before they disappear for good after 30 days – Recycle bin |
| Updates | What changes with each version – Changelog |
The first tasks
Go through the setup – module by module, the essentials first. Setup for administrators · Setting up the duty roster · Setting up the project view
Create permission presets or review the role presets, and use a test person without the admin role to check what they see. Role presets and permission presets
Invite users – with role, teams and work profile, so they can start working straight away. Accounts & invitations
Hide modules your organisation does not use, and check the file rules. Module visibility
Test the mail setup and get to know Notification to all for organisation-wide information. Mail
After every update, read the changelog and inform the affected roles; notes for admins are listed there separately.
Settings that help you
- The How does this area work? banners on every settings page; they name dependencies between areas.
- The Permissions explained page (in user management) as a printable reference of all permissions for training.
- Copy permissions 1:1 from another person when no role preset fits.
- The Change history of each person's permissions when questions come up.
- Set the season window deliberately at the change of season – it drives BI and key figures.
Permissions you need
The artwork admin role includes all permissions. For specialist administrators without full access, there are settings permissions per area (Event settings, Calendar settings, Room administration, Shift settings, Project settings, Inventory settings, Manage CRM, Tool settings, HR administration …) – see System settings and interfaces.
What you do not see as an admin
Personal display settings, saved filters and notification preferences belong to each person. If someone "sees nothing", first check permissions and module visibility, then filters, period and Hide empty rooms in the view in question – the display settings are the most common cause.
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