Administration
For the administrator of a dedicated environment: credits, currencies and the settings that apply to the whole environment. More chapters follow as the System menu is documented.
In this chapter
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Credits and currencies explained draft
What a credit is, what a currency does, and the three environment-wide switches.
- What are credits?
- What is a currency?
- The credit settings
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Issuing and moving credits draft
Creating credits for a client, handing them to a user group, and taking them back.
- Setting up credits for a new client
- Creating credits
- Transferring credits to a user or user group
- I want to take credits back from a user or group
- I created credits, but the balance does not change
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Balances and the transaction log draft
Where to see how many credits a user or group has, and where every credit went.
- Viewing and exporting balances
- The transaction log
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Managing currencies draft
A currency ties credits to the report variants they may be spent on.
- Creating a currency
- Editing a currency
- My currency does not keep its variant