Overview
Entry page of the Global Settings area: central menu with tiles for all cross-cutting configuration functions, role- and module-dependent display, and personal favorites.
The Global Settings overview is the entry page of the Global Settings area. It serves as a central navigation hub and displays all cross-cutting configuration functions as clickable tiles. From here you can reach the individual administration areas with a single click – from group management through the labeling of custom fields and product units to holiday calendars, gateway logs and support.
The area is aimed at administrators and super administrators who manage system-wide and cross-group base settings.
1. Navigation
The overview opens automatically when you select the Global Settings area in the main menu. It is the starting point for all further functions of this area.
2. Navigation Menu with Tiles
At the center of the page are the tiles, grouped into named categories. Each tile represents a sub-page of the Global Settings area and consists of an icon together with the name of the respective function.
Layout
- The tiles are grouped into two categories: Configuration and System & History.
- Each category appears as a separate area headed by a colored square and the category name in capital letters; the tiles of the category follow below it as a list.
- The categories are displayed side by side and wrap onto further rows on smaller screens.
- A category in which no tile is available to you is not displayed.
- Clicking a tile opens the associated function.
Available Functions
Depending on your permissions and the enabled modules, the following tiles may be displayed, among others:
| Category | Tile | Function |
|---|---|---|
| Configuration | Groups | Management of the group hierarchy (main groups, subgroups and subcontractors) |
| Configuration | Custom Field Captions | Adjust the labels of custom fields company-wide |
| Configuration | Manage Product Units | Management of the units of measure for products (e.g. kg, liters, pieces) |
| Configuration | Plannable Resources | Definition of plannable resource types for resource planning |
| Configuration | Euro Emission Standard | Management of the Euro emission standards (Euro 1–6) for vehicle profiles |
| Configuration | Holiday Calendar | Management of the holiday calendar |
| System & History | Audit Logs | View the logs of the gateway interface |
| System & History | Entity Changes History | Tracking of changes to records |
| System & History | Support Tools | Access to the support area |
Note: Which tiles actually appear depends on your role, the activated modules and the selected group (see Section 3). Only functions you are allowed to access are displayed.
3. Visibility of the Tiles
The displayed tiles are automatically filtered based on several criteria. This way you see only the functions that are relevant to you and have been enabled.
Role-Dependent Display
Access to the individual functions is bound to your user role:
- The Groups tile is available to administrators (and super administrators).
- All other tiles are reserved for super administrators.
Module-Dependent Display
Some tiles only appear if the associated module is activated for your company:
- Holiday Calendar requires the module for the holiday calendar.
Group-Dependent Display
Visibility is additionally influenced by the currently selected group. When you switch the active group, the tile grid is automatically recalculated and adapted to the permissions of the new group – reloading the page is not required.
4. Marking Pages as Favorites
Each tile contains a star icon with which you can add the respective function to your personal favorites or remove it from them.
How to Mark a Favorite
- Click the star icon of a tile.
- The star is displayed as filled – the page is now saved as a favorite.
- Clicking again removes the page from the favorites; the star is displayed as empty again.
Clicking the star icon does not trigger navigation – you stay on the overview. The favorites are assigned to your user account and persist across sessions.
5. Notes
- The Global Settings overview itself contains no data; it serves solely 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 for different users to see different tiles.
- Since most functions of this area are reserved for super administrators, it may happen that for administrators without super administrator rights only the Groups tile is visible.