“Settings” > “Agency organisation”

General Info – Settings Role

  • Roles are used to define different levels of permissions (i.e. access and editing rights) in order to assign these to different users / user groups.


  1. Go to “Settings” > “Agency organisation”
  2. At “Role“, click the green ‘plus’ icon
  3. Enter the name of the new role and confirm your changes by clicking the green ‘check’ icon
    1. HINT: depending on which permissions will be linked to this role, the role should be moved within the list according to its level of permission, i.e. roles with the least / most permissions should be moved to the top / end of the list respectively
  4. At the bottom of the page, click ‘Save’
    => The new role is now available in the system.

General Info – Settings Department

  • The departments created in this section can be filtered for in different sections of the system and also affect Controlling.


  1. Departments should be created in the same way as Roles.

General Info – Settings Function

  • This feature is optional and may or may not be part of your installation depending on your customization.
  • The functions created in this section can be used for defining the average price model depending on the person’s level / function and affects the marginal return and estimates. The actual price model is defined in “Employees”


  1. Functions should be created in the same way as Roles.