Administration
Configure ZEP company-wide: settings for employees, projects, customers, times, plus system tasks.
By Christian and 4 others5 authors13 articles
- Feature Overview – AdministrationOverview of the administration boxes with visibility per product line, links to detail articles, and recommended setup order.
- Account – AdministrationManage your ZEP licence in the self-service tool of the Account area: subscription, add-on modules, invoices, and billing data.
- My Company – AdministrationIn Administration under My Company, you maintain the system-wide basic settings of your ZEP tenant: appearance, email, company data, bank details, letter paper and login/password policies.
- Projects – AdministrationIn Administration under Projects, you define settings, activities, statuses, mail templates, categories, keywords and additional attributes for your projects.
- Customers – AdministrationIn Administration under Customers, you define sorting rules, permissions, billing defaults, industries, categories, contact-person categories and additional attributes.
- Employees – AdministrationThe Employees and departments box in the administration area: system-wide employee settings, text modules, mail templates, categories, dynamic attributes, and department configuration.
- Times and receipts – AdministrationThe Project times and receipts box: time recording settings, break rules, mail templates, and mailbox connection.
- Work Items – AdministrationSettings, statuses, and priorities of the Work Items box in the administration.
- Interfaces – AdministrationSOAP interface, REST interface, Interface Marketplace, and DATEV — central technical integrations of the administration.
- System – AdministrationMonth-End Closing, device management, RFID chips, short URLs, and tasks — overview of the administration tools in the System area.
- Other – AdministrationText Modules for Emails, Change History, Scheduler, and Appointment Mail Templates — reusable cross-cutting settings in the Other area.
- Supplementary article: Outlook calendar integrationSet up the Outlook calendar integration in ZEP (Microsoft 365 / Microsoft Entra ID).
- Supplementary article: Create and upload letter paperLearn how to create letter papers that match your corporate identity.