Overview

The settings overview is the entry page of the Settings area. It serves as a central navigation hub and displays all configuration areas accessible to you as clickable tiles. From here, you can reach the individual settings pages with a single click – from general basic settings through interfaces, presentation and master data to tour calculation, fleet management, invoicing and further modules.

The area is aimed at administrators who manage the configuration of their company. Individual areas are additionally reserved for superadministrators or bound to the activated modules.

1. Navigation

The overview opens automatically when you select the Settings area in the main menu. It forms the starting point for all further configuration functions of this area.

Note: Access to the Settings area is available exclusively to users with administrator permissions. If you have no access whatsoever to any of the settings areas, the area is not displayed to you.

2. Navigation menu with tiles

At the center of the page is a grid of tiles. Each tile represents a settings area and consists of an icon as well as the designation of the respective function.

Structure

• The tiles are grouped into named, colour-coded categories. Each category appears as a separate area with a coloured square and the category name in capital letters as its heading; the associated tiles follow below.
• The categories are arranged side by side and wrap into fewer columns on smaller screens.
• A category in which no tile is available to you is not displayed.
• A click on a tile opens the associated settings area (see Section 4).

Available areas

Depending on permissions and activated modules, the following tiles, among others, can be displayed:

Note: Which tiles actually appear depends on your role, the activated modules and the selected group (see Section 3). Only areas you are permitted to access are displayed.

3. Visibility of the tiles

The displayed tiles are filtered automatically based on several criteria. This way, you see exclusively the areas that are relevant and released for you.

Role-dependent display

Access to the individual areas is bound to your user role:

• All settings areas require at least administrator permissions.
• The Import area is additionally reserved for superadministrators.
• The Subcontractors area is likewise reserved for superadministrators and only appears if the selected group has the Master subcontractor module.

Module-dependent display

Individual tiles appear only if the associated module is activated for your company. This concerns, among others, the areas Advising, GU, Fleet Management, Invoicing, WebOrders, Flushing, Commissioning and Proposals. If the respective module is not licensed, the corresponding tile is hidden.

Group-dependent display

The visibility is additionally influenced by the currently selected group. If you change the active group via the group switcher, the tile grid is automatically recalculated and adapted to the permissions as well as the module availability of the new group – reloading the page is not necessary.

4. Navigation to a settings area

A click on a tile opens the associated settings area.

1. Click on the desired tile.
2. The corresponding settings area is opened and displayed in the content area.
3. During the loading process, a loading indicator is briefly shown.

Via the navigation, you can return to the overview at any time to open another area.

Note: Some settings areas are displayed as an embedded page. The operating workflow remains identical for you – the page opens within the familiar interface.

5. Marking pages as a favorite

Each tile contains a star icon with which you can add the respective area to your personal favorites or remove it from them.

How to mark a favorite

1. Click on the star icon of a tile.
2. The star is displayed as filled – the area is now saved as a favorite.
3. A renewed click removes the area from the favorites again; the star is displayed as empty again.

A click on the star icon does not trigger any navigation – you remain on the overview. The favorites are assigned to your user account and are retained across sessions.

6. Notes

• The settings overview itself contains no data, but serves exclusively for navigation and the management of your favorites.
• The tile grid adapts dynamically to your permissions, the activated modules and the selected group. It is therefore possible that different users see different tiles.
• Since individual areas require higher permissions (superadministrator) or certain modules, the scope of the displayed menu can vary depending on user and company.