General settings

The General tab holds the organization’s tenant-wide base settings — the interface language, the automatic diary, the branding (logo, colour), the time zone and the company details. Whatever you set here applies to the whole organization.

Before you start

• Permission: the tenant-administrator right — tenant_role:manage.
• Where to find it: the General tab in the management area.

Interface language

“Applies to the whole tenant — every user sees the interface in this language. The selected language takes effect immediately.” Clicking a language reloads the interface right away in the new language.

This is the organization’s language, not yours

This affects every user. To change only your own account’s language, use Account settings.

Automatic shift diary

The system creates and closes the shift diary automatically according to the shifts set under Master data → Shift schedule — regardless of who logs in. Here you switch it on/off and set the timing.

1. Automatic generation enabled — tick this to have the system open/close diaries on its own. When disabled, no new diary is created until you re-enable it.
2. Auto-close before shift end (minutes) — the system closes the diary this many minutes before the shift ends.
3. Manual locking allowed before shift end (minutes) — the live diary’s “Finalize” button is only active within this many minutes of the shift end (disabled before that), so the diary cannot be locked accidentally mid-shift.
4. Show post-finalization edits in the diary history — tick this to also show edits made after finalization.
5. Click Save.

The automatic diary uses the shift-schedule times

If a shift has no time set under Shift schedule, the system silently creates no automatic diary for it. The timing always comes from the shift schedule.

The audit trail is always recorded

The diary history (creation, finalization, PDF, pre-close edits) is always shown. The “post-finalization edits” toggle only decides whether changes made AFTER finalization also appear — the audit trail is recorded regardless.

Custom logo

The logo shown in the topbar. You can upload an image or enter a URL (e.g. https://…/logo.svg). Leave it empty to keep the OPEREX logo.

Time zone

Shift and audit timestamps are shown in this time zone. Pick it from the list, then Save.

Custom accent colour

The interface accent (links, active menu items — the single white-label colour). Pick a colour and Save, or use Reset to default to go back to OPEREX blue.

Status colours are not overridden

The accent colour only sets the brand highlight; the warning/error/success status colours and the dark base stay protected (contrast guarantee).

Company details

The company’s identifying details: they appear in the diary PDF header and in legal identification, and invoicing is based on them too.

1. Fill in Operator (legal name), Site address, Contact person, Contact email, Phone and Tax number.
2. Click Save.

Common problems

What you see	Why	What to do
No “General” tab	You do not have the tenant_role:manage (tenant-admin) right.	Ask your admin.
No automatic diary is created	Either Automatic generation is off, or the shift has no time under Shift schedule.	Enable it here and set a time in the Shift schedule.
The “Finalize” button is disabled	The shift end is still far off (the manual-locking lead has not started).	Wait for the lead window, or increase the value here.
The logo/colour did not change	The browser cached the old one.	Refresh the page (the save succeeded on the server).

Related

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

Custom roles and the permission matrixWho can access the general settings.