Grundeinstellungen: Difference between revisions

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Inhaltsverzeichnis strukturiert und übersetzt (folgt der Systematik von Dolibarr 4.0)
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(Inhaltsverzeichnis strukturiert und übersetzt (folgt der Systematik von Dolibarr 4.0))
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Dazu wird auf der Startseite in der Seitenleiste das Menü ''Einstellungen'' gewählt.
Dazu wird auf der Startseite in der Seitenleiste das Menü ''Einstellungen'' gewählt.


= Diese Seite ist noch nicht vollständig übersetzt =
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Zunächst die '''unbedingt erforderlichen Einstellungen:'''


= Firma/Stiftung =
= Firma/Stiftung =
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''Note:'' Activating multilanguage option in this screen, you will be able to set prefered langauge of customer to print their Invocie/Propal/Order in their own language. Product translation will also be available
''Note:'' Activating multilanguage option in this screen, you will be able to set prefered langauge of customer to print their Invocie/Propal/Order in their own language. Product translation will also be available


= Andere (Boxes, Alerts, Security, Limits and accuracy, Emails, SMS, Dictionary setup...) =
= Benutzer & Gruppen =
Other entries in Setup menu are advanced options. You can forget them if you want.
Der letzte Schritt für die erforderlichen Grundeinstellungen is to create users and assign permissions. Almost all the modules, even activated earlier, are not accessible if you do not give permissions.
 
Gehen Sie dazu auf der Startseite in der Seitenleiste in das Menü ''Benutzer & Gruppen'' um Benutzer*innen und ihre Rechte festzulegen.
 
Attention, you should consider to check and reset the user rights when you enable a new module. The list of rights available depends on the activated modules (see above). It is recommended to configure permissions after activating the modules you want to use. For certain actions, if you do not have the rights to do an action, Dolibarr will not show you action. You might miss some useful or important features. '''To give rights to a user or yourself, if you are an administrator, go to Home -> Users & Groups, select the desired user, then click on its 'Permission' tab.'''
 
You can avoid these configuration steps for each new created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the menu [[Setup Security]].
 
 
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'''Weitere, optionale Grundeinstellungen:'''
 
In der englischen Version dieser Seite heißt es dazu lapidar: ''"You can forget them if you want".''
 
Wenn Sie dieser symphatischen Empfehlung nicht folgen wollen, gehen Sie wieder auf der Startseite in der Seitenleiste zum Menü ''Einstellungen''.
 
= Boxen =
* [[Setup Boxes]]
* [[Setup Boxes]]
= Benachrichtigungen =
* [[Setup Alerts]]
* [[Setup Alerts]]
= Sicherheit =
* [[Setup Security]]
* [[Setup Security]]
= Genauigkeit - Toleranz =
* [[Setup Limits and accuracy]]
* [[Setup Limits and accuracy]]
= PDF =
* [[Setup PDF]]
* [[Setup PDF]]
= E-Mails =
* [[Setup EMails]]
* [[Setup EMails]]
= SMS =
* [[Setup SMS]]
* [[Setup SMS]]
= Stammdaten =
* [[Setup Dictionnary]]
* [[Setup Dictionnary]]
= Andere Einstellungen =
* [[Setup Other]]
* [[Setup Other]]
= Benutzer =
The last step is to create users and assign permissions. Almost all the modules, even activated earlier, are not accessible if you do not give permissions.
Gehen Sie dazu auf der Startseite in der Seitenleiste in das Menü ''Benutzer & Gruppen'' um Benutzer*nnen und ihre Rechte festzulegen.
Attention, you should consider to check and reset the user rights when you enable a new module. The list of rights available depends on the activated modules (see above). It is recommended to configure permissions after activating the modules you want to use. For certain actions, if you do not have the rights to do an action, Dolibarr will not show you action. You might miss some useful or important features. '''To give rights to a user or yourself, if you are an administrator, go to Home -> Users & Groups, select the desired user, then click on its 'Permission' tab.'''
You can avoid these configuration steps for each new created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the menu [[Setup Security]].




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