Hierarchy & Roles
On this page you manage the person roles and the organizational structure of your company. You define which roles exist, how they are
Organization
On this page you maintain your company's master data: name, address, tax data, and contact information. These details appear on your documents.
Custom Fields
Custom employee fields are now maintained directly in the employee dialog — create once, use in every profile.
Work Schedules
Maintain the contractual weekly working time per employee: create a work schedule with daily distribution and valid-from date, review its history, and run the time account with over/under hours including adjustments.
Shift Defaults
Define check-in window, check-out window, auto check-out and minimum duration once tenant-wide in the main settings — properties and shifts without own values inherit automatically.
Customer access
All customer portal logins at a glance: set up portal access for your clients, choose the visible areas, manage and deactivate logins — as a view of the customer list.