OptimCE — User guides

You are an administrator

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 You are an administrator

Dashboard
You have everything a manager has, this dashboard included, plus three decisions that are yours alone: the modules the community uses, who runs it with you, and its legal details.
1. You are an administrator

2 Modules

Dashboard
As long as some modules are not enabled, the dashboard offers them in "Available modules": "Enable" subscribes the community there. A manager is told to ask you instead. You find them all in "Annex services".
2. Modules

3 The "Management" section

Navigation
As an administrator, you keep the managers' "Management" section. Its "Users" page is where you choose who runs the community with you.
3. The

4 The community's users

Navigation
In the "Management" section, click "Users".
4. The community's users

5 Invite a manager

Community users
Only an administrator can bring in a manager: "Invite a manager" sends them an invitation by email, which they accept from their invitations.
5. Invite a manager

6 Invitations and roles

Community users
"View pending invitations" shows who has not answered yet. In the list, you alone can change a user's role — member, manager or administrator — or remove them from the community.
6. Invitations and roles

7 The "Community" section

Navigation
The "Community" section leads to the dashboard, the community info and its annex services. Its "Community info" page holds the legal details only you can change.
7. The

8 The community info

Navigation
In the "Community" section, click "Community info".
8. The community info

9 The legal details

Community info
Members and managers read this information; only you can change it. "Edit" opens the name, description, address, company number and IBAN — what then appears on invoices and official documents.
9. The legal details

You are an administrator

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 You are an administrator

Dashboard
You have everything a manager has, this dashboard included, plus three decisions that are yours alone: the modules the community uses, who runs it with you, and its legal details.
1. You are an administrator

2 Modules

Dashboard
As long as some modules are not enabled, the dashboard offers them in "Available modules": "Enable" subscribes the community there. A manager is told to ask you instead. You find them all in "Annex services".
2. Modules

3 The "Management" section

Navigation
As an administrator, you keep the managers' "Management" section. Its "Users" page is where you choose who runs the community with you.
3. The

4 The community's users

Navigation
In the menu's "Management" section, tap "Users".
4. The community's users

5 Invite a manager

Community users
Only an administrator can bring in a manager: "Invite a manager" sends them an invitation by email, which they accept from their invitations.
5. Invite a manager

6 Invitations and roles

Community users
"View pending invitations" shows who has not answered yet. In the list, you alone can change a user's role — member, manager or administrator — or remove them from the community.
6. Invitations and roles

7 The "Community" section

Navigation
The "Community" section leads to the dashboard, the community info and its annex services. Its "Community info" page holds the legal details only you can change.
7. The

8 The community info

Navigation
In the menu's "Community" section, tap "Community info".
8. The community info

9 The legal details

Community info
Members and managers read this information; only you can change it. "Edit" opens the name, description, address, company number and IBAN — what then appears on invoices and official documents.
9. The legal details