If the appropriate scope of service is activated for you, then you can furnish further - now or if you something missing.
Your client number is at the bottom left (see left the 1)
In the company you deposit your business address and languages for transactions (so that product texts are controlled in different national languages). Styles, Units, Currency, Tax Areas and Bank Access.
Through the departments you develop your team structure incl. The respective permissions.
From the employee list, you can assign roles to individual employees via departments.
You must arrange the invitation of your coworkers, since only so a new member is assigned to your business.
Ideally, the new employee has a Google Account to secure his identity.
Make sure you include the users you invite in the department you need to do their jobs.
Consider also the release necessary for the Google Drive.
The new employee must accept your invitation from his mailbox.
If a user signs up for his e-mail address without an invitation, brand's mill services will provide him with his own client.
The invitation can also be booked. This allows you to set up processes for the employee in advance and later activate the invitation.
The Google Drive filing structure is automatically generated and can be revised here.
The printers that were released by the user via the Google Cloud Printer release can be assigned workflow-specific printer names here.
In the layout you deposit your PDF template for offers, .... Formatting settings can also be made here for output. The PDF is thus designed for printing and sending by e-mail.
For each transaction from quotation to invoice, text modules and a selection of details to be printed can be set here.
On top of all, there are definable lists for the team work, all of which are used together in the selection process