Administration

You can make individual configurations for all areas in the administration.

Among other things, you can change or add designations, types or categories according to your needs, create individual fields with additional information or define which data should be transferred to jobs or sub-jobs.

General

Company

Enter your company, band or club name here. As this name is displayed in many places in CrewBrain, it should represent your company or band, but may differ from the contractual partner in the contract management.

Select the logo here that is to be displayed once in the desktop view but also on PDF printouts and emails.

Under “ Terms” you can select the terminology that is more practical for you, depending on your target group.

You can also make various settings for your PDF reports here.

Branches / Departments

If there are several branches or departments in your company, you can create them here and enter their branch or department managers and employees. Projects and jobs can then be divided into branches or departments (must first be activated under Administration > Projects / Jobs > Defaults) and can also be filtered accordingly in all calendar views.

User groups

With the exception of the “Administrator” user group, you can define the rights of all other user groups here or create new ones. With the many configuration options, you can perfectly map the hierarchy of your company. This is because write permissions can not only be assigned “globally”, but also - if you use the “Departments” feature - restricted to your own department, subordinate employees or defined departments, locations or personnel categories. The latter can be defined at the end below the rights. Multiple selection is also possible here.

You can assign these user groups to your employees in the base data. An employee can also be assigned to several groups. In this case, the group with the “highest” right counts for the employee. So if a right in one of the groups is set to “Write”, the employee has write rights.

Localization

Specify your time zone, your currency, the number, date and time format here. Whether the distance should be specified in kilometers or miles, which day the week should start with and the name display.

Miscellaneous

Here you can make various settings for file exports and whether the duration should be retained when changing the time periods in the job.

Cost centers

Additional cost centers can be stored here, which can then be assigned to locations, departments and job types.

Text templates

Define your standard text templates here, for example for employment contracts, work contracts, booking confirmations in jobs or safety instructions. These can then be selected when contacting employees (for requests, booking or free text emails) or in the respective employee profile in the base data (employment contracts).

A “standard employment contract” is already stored. Please adapt this individually. If required, several contract texts can also be stored. You can subdivide the text templates for a better overview. If you add a new “Text template”, you can assign it to the previously created subdivisions and generate texts using placeholders. Employment contracts are then generated directly from the respective employee profile in the base data. The employment contract and then the desired text template can be selected there via the print icon at the top right.

The text for the order confirmation (for employees and customers) can also be defined here.