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Die Rolle legt fest, ob jemand nur mit Rechnungen, Angeboten und Kunden arbeitet oder auch die Einstellungen Ihrer Firma ändern darf.",[],"ltr",{"type":526,"text":527,"spans":528,"direction":524},"heading2","Die drei Rollen",[],{"type":530,"text":531,"spans":532,"direction":524},"list-item","„Firmen-Admin“: die Person, die RechnungsKlar für Ihre Firma eingerichtet hat. Sie verwaltet die Einstellungen der Firma.",[],{"type":530,"text":534,"spans":535,"direction":524},"„Buchhaltung“: eine Person, die Sie mit dieser Rolle eingeladen haben.",[],{"type":530,"text":537,"spans":538,"direction":524},"„Mitarbeiter“: eine Person, die Sie mit dieser Rolle eingeladen haben.",[],{"type":521,"text":540,"spans":541,"direction":524},"Welche Rolle jemand hat, sehen Sie unter „Mein Unternehmen“ im Reiter „Benutzer“ in der Spalte „Rolle“. Die Rolle wählen Sie, wenn Sie eine Person einladen, siehe „Mitarbeiter einladen“.",[542],{"start":543,"end":544,"type":545,"data":546},163,185,"hyperlink",{"id":229,"type":8,"tags":547,"lang":16,"slug":235,"first_publication_date":233,"last_publication_date":166,"uid":230,"link_type":548,"isBroken":549},[],"Document",false,{"type":526,"text":551,"spans":552,"direction":524},"Was alle Rollen dürfen",[],{"type":521,"text":554,"spans":555,"direction":524},"Bei der täglichen Arbeit gibt es keinen Unterschied zwischen den Rollen. 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Im Reiter „Ereignisse“ steht, wer was getan hat.",[],{"type":526,"text":583,"spans":584,"direction":524},"Was nur der Firmen-Admin darf",[],{"type":521,"text":586,"spans":587,"direction":524},"Die Einstellungen Ihrer Firma ändert nur der Firmen-Admin. Nur er sieht in der Seitenleiste den Bereich „Firma“ mit diesen Seiten:",[],{"type":530,"text":589,"spans":590,"direction":524},"„Mein Unternehmen“ mit allen Reitern: „Allgemein“, „Ansprechpersonen“, „Benutzer“, „Steuer“, „Bank“, „Logo“, „Vorlage“, „Rechnungsnummer“, „Auftragsverarbeitung“, „Abo“ und „Löschen“",[],{"type":530,"text":592,"spans":593,"direction":524},"„Positionsvorlagen“: Vorlagen anlegen, ändern und löschen",[594],{"start":575,"end":595,"type":545,"data":596},19,{"id":243,"type":8,"tags":597,"lang":16,"slug":249,"first_publication_date":247,"last_publication_date":166,"uid":244,"link_type":548,"isBroken":549},[],{"type":530,"text":599,"spans":600,"direction":524},"„Textbausteine“: die Sammlung Ihrer Textbausteine pflegen",[601],{"start":575,"end":602,"type":545,"data":603},15,{"id":201,"type":8,"tags":604,"lang":16,"slug":207,"first_publication_date":205,"last_publication_date":99,"uid":202,"link_type":548,"isBroken":549},[],{"type":530,"text":606,"spans":607,"direction":524},"„Kostenarten“: eigene Kostenarten anlegen, umbenennen und löschen",[608],{"start":575,"end":609,"type":545,"data":610},13,{"id":175,"type":8,"tags":611,"lang":16,"slug":181,"first_publication_date":179,"last_publication_date":166,"uid":176,"link_type":548,"isBroken":549},[],{"type":530,"text":613,"spans":614,"direction":524},"„Einheiten“: eigene Einheiten anlegen, ändern und löschen",[615],{"start":575,"end":616,"type":545,"data":617},11,{"id":161,"type":8,"tags":618,"lang":16,"slug":168,"first_publication_date":165,"last_publication_date":166,"uid":162,"link_type":548,"isBroken":549},[],{"type":620,"url":621,"alt":622,"copyright":7,"dimensions":623,"id":626,"edit":627},"image","/images/prismic/rollen-01-2da8fe98","Bereich „Firma“ in der Seitenleiste und die Reiter von „Mein Unternehmen“ (nur für Firmen-Admins)",{"width":624,"height":625},1444,840,"PFr6UMxfIUPpd86-",{"x":575,"y":575,"zoom":628,"background":629},1,"transparent",{"type":521,"text":631,"spans":632,"direction":524},"Damit legt nur der Firmen-Admin Firmendaten, Steuer, Bankverbindung und Logo fest, gestaltet die Vorlage für Rechnungen, Angebote und E-Mails und bestimmt das Format der Rechnungs- und Angebotsnummern. Wie das geht, steht in den Anleitungen „Firma einrichten“, „Rechnungsvorlage gestalten“ und „Rechnungs- und Angebotsnummern festlegen“.",[633,638,643],{"start":634,"end":635,"type":545,"data":636},241,259,{"id":282,"type":8,"tags":637,"lang":16,"slug":289,"first_publication_date":286,"last_publication_date":287,"uid":283,"link_type":548,"isBroken":549},[],{"start":639,"end":640,"type":545,"data":641},261,289,{"id":413,"type":8,"tags":642,"lang":16,"slug":420,"first_publication_date":417,"last_publication_date":418,"uid":414,"link_type":548,"isBroken":549},[],{"start":644,"end":645,"type":545,"data":646},294,336,{"id":493,"type":8,"tags":647,"lang":16,"slug":500,"first_publication_date":497,"last_publication_date":498,"uid":494,"link_type":548,"isBroken":549},[],{"type":521,"text":649,"spans":650,"direction":524},"Ebenso lädt nur der Firmen-Admin Benutzer ein und entfernt sie, schließt das Abo ab und löscht die Firma.",[],{"type":521,"text":652,"spans":653,"direction":524},"Den Link „Vorlage bearbeiten“ beim Ausstellen einer Rechnung und im Assistenten „Per E-Mail senden“ sehen deshalb nur Firmen-Admins. Den Text einer einzelnen E-Mail können im Assistenten „Per E-Mail senden“ alle ändern.",[],{"type":521,"text":655,"spans":656,"direction":524},"Öffnet jemand ohne diese Rolle eine der Seiten trotzdem, etwa über einen gespeicherten Link, zeigt RechnungsKlar stattdessen das Dashboard.",[],{"type":526,"text":658,"spans":659,"direction":524},"Wenn beim Ausstellen Firmendaten fehlen",[],{"type":521,"text":661,"spans":662,"direction":524},"Fehlen beim Ausstellen einer Rechnung noch Angaben zu Ihrer Firma, öffnet sich für den Firmen-Admin der Assistent „Unternehmen einrichten“, in dem er sie ergänzt. Alle anderen sehen den Hinweis „Firmendaten unvollständig“ mit der Liste, was fehlt. Ergänzen kann die Angaben nur der Firmen-Admin. Geben Sie ihm Bescheid und kehren Sie mit „Zurück“ zur Rechnung zurück.",[],{"type":526,"text":664,"spans":665,"direction":524},"Buchhaltung und Mitarbeiter",[],{"type":521,"text":667,"spans":668,"direction":524},"Die Rollen „Buchhaltung“ und „Mitarbeiter“ haben in RechnungsKlar dieselben Rechte. Die Rolle zeigt im Team, wer welche Aufgabe hat. Was jemand in RechnungsKlar tun kann, ändert sie nicht.",[],{"type":526,"text":670,"spans":671,"direction":524},"Rolle ändern",[],{"type":521,"text":673,"spans":674,"direction":524},"Eine Rolle können Sie in RechnungsKlar nicht selbst ändern, auch als Firmen-Admin nicht. Soll eine andere Person die Firma verwalten, etwa weil Sie den Betrieb übergeben, schreiben Sie uns an info@rechnungsklar.de.",[],{"type":526,"text":676,"spans":677,"direction":524},"Gut zu wissen",[],{"type":530,"text":679,"spans":680,"direction":524},"Den Firmen-Admin kann niemand aus der Firma entfernen. Wie Sie andere Benutzer entfernen, steht in „Mitarbeiter einladen“.",[681],{"start":682,"end":683,"type":545,"data":684},99,121,{"id":229,"type":8,"tags":685,"lang":16,"slug":235,"first_publication_date":233,"last_publication_date":166,"uid":230,"link_type":548,"isBroken":549},[],{"type":530,"text":687,"spans":688,"direction":524},"Ihr eigenes Profil und Ihr Passwort ändert jede Person selbst, unabhängig von ihrer Rolle.",[],"content$7c1e9b42-3a5d-4f86-b2e0-9d4a6c8f1e27","content","Rollen und Rechte in RechnungsKlar","Firmen-Admin, Buchhaltung, Mitarbeiter: was jede Rolle in RechnungsKlar darf, welche Seiten nur der Firmen-Admin sieht und wie Sie eine Rolle ändern lassen.","monthly","0.5",1793954427646]