ΕργοθήκηHelp Centre
Sections
Where is each office setting?
The seven groups of the office's settings, what each holds, and who changes them.
On this page
Who changes them?The office's Settings are split into eight groups. The search at the top finds any page by its name. If the page belongs to a feature the office has switched off, the search takes you to where it is switched on.
| Group | Pages |
|---|---|
| Office | Office details · Logo · Region & format · Office hours · Features |
| Team | Roles & permissions · Time recording · Security — they live in Team, under Team settings; Hours & holidays in Team › Leave & approvals |
| Projects & services | Service catalogue · Project templates · Checklists · Field work categories · Time recording (in Team) · Planning & health thresholds |
| Finances | Expense categories (projects and office) · Payment reminders |
| Communication & files | ErgoCloud & sharing · Useful links |
| AI agents | AI agents |
| Subscription | Plan (with its payments & receipts) · Credit history · Referral programme |
| Data | Data protection · Export & copies · Test data · Delete the office |
Who changes them?
Settings open for whoever changes the office's settings; without that permission they do not appear in the menu:
| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
|---|---|---|---|---|---|---|---|
| Change the office settings | yes | yes | no | no | no | no | no |
Some pages have a permission of their own: Members & roles whoever manages the members (everyone sees the list of members), Expense categories whoever manages expenses, Useful links whoever manages links, Plan, Credits and Payments whoever manages the subscription — the Referral programme, like the rest of the settings. Only the owner can delete the office.
Your own, personal things — password, language, appearance, notifications — are not office settings: they are in Account › Profile & password.