Administrator settings — overview

Just became the administrator of an OPEREX organization? This page walks you through the setup — grouping the management tabs by task. You don’t have to do it all at once: the diary works even if you refine these later.

Two access levels

Many settings have a company base (every site inherits it) and a site level — the same logic as the home page and the report template. A site may deviate from the company base.

1. Branding and basics

Set the organization’s basics: language, company details, branding, then the sign-in and public pages.

General settingsLanguage · automatic diary · logo · time zone · colour · company details.

Customizing the home pageThe post-login page: blocks, operational notices, links, contacts.

The public sign-in pageHero image, privacy notice, legal notice.

2. Sites and plants

With multiple sites, sort out this structure first — access and the automatic diary build on it.

Sites, plants and who sees whatThe three-level model and the two access rules.

Create a site and grant accessA new site + who can access it.

Set up the shift scheduleThe shift times — the automatic diary works from these.

3. Access: roles and colleagues

Who can do what, and who you invite. Finer delegation has its own article.

Custom roles and the permission matrixRoles + the Permissions matrix (with module sub-tabs).

Delegated rights without full adminHand over one area without granting full admin.

Invite a colleagueInvitation + assigning the role.

Offboarding: revoking accessDeactivation (not deletion) — the audit trail stays.

4. Diary structure and value sets

What the diary records, with which fields and lists.

Edit the diary elementsThe diary's fields and layout.

Customize event typesRename, colour, order, per-plant availability.

Managing shared listsReusable value lists.

Roster managementThe name list used for attendance.

5. Output and subscription

Build the report templateThe structure and appearance of the diary PDF.

Subscription and planYour plan, the modules and getting in touch.