{"id":154,"date":"2020-07-31T08:21:04","date_gmt":"2020-07-31T08:21:04","guid":{"rendered":"https:\/\/start.mycasavi.com\/?page_id=154"},"modified":"2023-10-24T15:48:57","modified_gmt":"2023-10-24T13:48:57","slug":"administration","status":"publish","type":"page","link":"https:\/\/training.casavi.com\/en\/administration\/","title":{"rendered":"Administration"},"content":{"rendered":"\n<p>Step 2:<\/p>\n\n\n\n<div class=\"wp-block-group is-style-cta-dark has-tertiary-background-color has-background is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-gray-0-color has-text-color\">Preparation of the<\/h2>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center has-gray-0-color has-text-color\">Administration Area<\/h2>\n<\/div>\n\n\n\n<div style=\"height:63px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-style-card is-layout-constrained wp-block-group-is-layout-constrained\"><figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" width=\"1024\" height=\"515\" src=\"https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi-300x151.png\" class=\"attachment-large size-large lazyload\" alt=\"\" data-sizes=\"auto\" data-srcset=\"https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi-300x151.png 300w, https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi-480x240.png 480w, https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi-768x386.png 768w, https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi-1024x515.png 1024w, https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi-1536x772.png 1536w, https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi.png 1840w\" data-src=\"https:\/\/training.casavi.com\/en\/wp-content\/uploads\/sites\/5\/2023\/09\/2023-09-04-17_49_55-Account-management-casavi-1024x515.png\"><figcaption class=\"wp-element-caption\">Navigation zum casavi Administrationsbereich<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:63px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Administration &#8220;casavi with extended rights&#8221;: Take a look at the individual functions and settings you can make in the admin area.<\/p>\n\n\n\n<p>Make the following basic settings:<\/p>\n\n\n<ul class=\"wp-block-list is-style-checklist\">\n<li><strong>Account management<\/strong>: add information about your company<\/li>\n\n\n\n<li><strong>Employee administration<\/strong>: Create your employees and assign employee roles<\/li>\n\n\n\n<li><strong>Look &amp; Feel<\/strong>: Customize the portal to your corporate colors and upload your logo<\/li>\n<\/ul>\n\n\n<p>Check the following default settings:<\/p>\n\n\n<ul class=\"wp-block-list is-style-checklist\">\n<li><strong>Order types<\/strong>: Define the service provider types you are going to deposit<\/li>\n\n\n\n<li><strong>Questions &amp; Answers<\/strong> (FAQ): Create articles related to common inquiries<\/li>\n\n\n\n<li><strong>Document types<\/strong>: Define the document types you will provide in the portal<\/li>\n<\/ul>\n\n\n<div style=\"height:63px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/training.casavi.com\/en\/dienstleister\/\">Continue to step 3<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-small-font-size\"><a href=\"https:\/\/training.casavi.com\/en\">Back to homepage<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Step 2: Preparation of the Administration Area Administration &#8220;casavi with extended rights&#8221;: Take a look at the individual functions and settings you can make in the admin area. Make the following basic settings: Check the following default settings: Back to homepage<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_show_the_title":false,"footnotes":""},"class_list":["post-154","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Administration - EN - casavi Training<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Administration - EN - casavi Training\" \/>\n<meta property=\"og:description\" content=\"Step 2: Preparation of the Administration Area Administration &#8220;casavi with extended rights&#8221;: Take a look at the individual functions and settings you can make in the admin area. 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