---
title: Administrator
description: Manage company information, users, licenses, and billing in the administration area.
---

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- [Italiano](https://support.realview.ch/it/wissensdatenbank/projektraum-administrator)

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- - [English](https://support.realview.ch/en/wissensdatenbank/projektraum-administrator)
    - [Deutsch](https://support.realview.ch/de/wissensdatenbank/projektraum-administrator)
    - [Français](https://support.realview.ch/fr/wissensdatenbank/projektraum-administrator)
    - [Italiano](https://support.realview.ch/it/wissensdatenbank/projektraum-administrator)

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1. [REALVIEW Wissensdatenbank](https://support.realview.ch/en/wissensdatenbank?hsLang=en)
2. [Written instructions](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en)
3. [Projektraum](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#projektraum)

# Administrator

## Manage company information, users, licenses, and billing in the administration area.

Under Administration, you can view and edit information and settings relating to the company, users and licences, as well as billing.

 

### Overview

The overview displays your company information and gives you the following options:

- Switch to **Users & Licences (1)**.
- Via **Billing (2)**, you can access the billing section to view an overview of licence orders.
- You can transfer company ownership (3). Once ownership has been changed, this cannot be undone. Ownership can then only be transferred by the new owner.
- With **Edit (4)**, you can adjust your company information.

![](https://support.realview.ch/hs-fs/hubfs/image-png-Jun-03-2026-12-41-52-3556-PM.png?width=670&height=388&name=image-png-Jun-03-2026-12-41-52-3556-PM.png)

 

#### Edit Company

When editing the company, the following settings can be adjusted:

- Add your company **logo** to make access clearer for your employees and external participants.
- Under **general information**, the company name and a description can be entered. Both the name and description are visible in the company overview.
- The **currency** is automatically set to the billing currency.
- Set the company **address**.
- You can enter the **contact details**.

![](https://support.realview.ch/hs-fs/hubfs/image-png-Jun-03-2026-12-42-17-9779-PM.png?width=670&height=388&name=image-png-Jun-03-2026-12-42-17-9779-PM.png)

 

### Users & Licences

Under **Users & Licences**, you can manage users, licences and **storage packages**.

#### Users

Über **Einladen (1)** können **neue Benutzer** hinzugefügt werden. Wird eine Person in einem Projekt eingeladen und die Einladung angenommen, findest Du die Person ebenfalls unter Benutzer & Lizenzen. Du hast die Möglichkeit die Benutzer nach **Rollen Typ (2)** filtern zu lassen.

Hier findest Du die Liste aller Benutzer. Bei allen Benutzer siehst Du die **aktuelle Rolle (3)**, die **aktuelle Lizenz (4)**, sowie die **Add-Ons (5)**.

Bei der **aktuellen Rolle (3)** siehst Du die Berechtigung. Wenn ein Benutzer die Einladung noch nicht bestätigt hat, bleibt die Rolle auf Ausstehend. Sobald die Einladung angenommen wurde, kann die Rolle zugewiesen werden.

Bei der **aktuellen Lizenz (4)** findest Du die zugewiesene Lizenz dieses Benutzers. Durch Anklicken der aktuellen Lizenz kann die Lizenz geändert werden.

Bei den **Add-Ons (5)** findest Du das zugewiesene Add-On dieses Benutzers. Durch Anklicken des Add-Ons kann dieses geändert werden.

Über die drei Punkte, hast Du pro Benutzer noch folgende weitere **Optionen (6)**:

- Rolle ändern
- Lizenz ändern
- Lizenzzuweisung entfernen
- Add-On ändern
- Zuordnung des Add-Ons entfernen
- Benutzer entfernen

Bei Personen, bei denen die Einladung noch Ausstehend ist, hast Du folgende **Optionen (6)**:

- Einladung erneut senden
- Abbrechen

New users can be added via **Invite (1)**. If a person is invited to a project and accepts the invitation, they will also appear under **Users & Licences**. You can filter users by role type (2).

Here you will find a list of all users. For each user, you can see the **current role (3), current licence (4) and add-ons (5)**.

Under the **current role (3)**, you can see the permission level. If a user has not yet confirmed the invitation, the role remains Pending. Once the invitation has been accepted, the role can be assigned.

Under the **current licence (4)**, you can see the licence assigned to this user. The licence can be changed by clicking on the current licence.

**Under add-ons (5)**, you can see the add-on assigned to this user. The add-on can be changed by clicking on it.

Via the three dots, the following **additional options (6)** are available per user:

- Change role
- Change licence
- Remove licence assignment
- Change add-on
- Remove add-on assignment
- Remove user

For persons whose invitation is still pending, the **following options (6)** are available:

- Resend invitation
- Cancel

![](https://support.realview.ch/hs-fs/hubfs/image-png-Jun-03-2026-12-43-19-6914-PM.png?width=670&height=388&name=image-png-Jun-03-2026-12-43-19-6914-PM.png)

![](attachment:61460e37-728f-420a-a67d-b26890c3904a:CleanShot_2026-05-06_at_16.02.432x.png)

#### Licences and Storage Packages

**Once an offer is confirmed, it is legally binding.**  
**Please read all information carefully.**

If you are authorised to do so, you can **purchase additional licences (1)** in the top right.

Additional storage space can also be purchased via **Buy Storage Package (2)**. Here you can also see how much storage is currently being used.

**Manage Licences (3)** opens a new window where you can switch between assigned and unassigned licences. Individual licences can be cancelled via the three dots.

You can currently purchase the **following add-ons (4)**:

- **Process Manager** | At least one Process Manager is required per company to create templates.

If you would like to purchase the project space on a project-specific basis, this is possible via a **Project Licence (5)**. There are three different project licence sizes to choose from.

![](https://support.realview.ch/hs-fs/hubfs/image-png-Jun-03-2026-12-43-58-1568-PM.png?width=670&height=388&name=image-png-Jun-03-2026-12-43-58-1568-PM.png)

 

 

### Billing

Under Billing, you can see an overview of when each product was ordered and in what quantity.

![](https://support.realview.ch/hs-fs/hubfs/image-png-Jun-03-2026-12-44-15-7376-PM.png?width=670&height=388&name=image-png-Jun-03-2026-12-44-15-7376-PM.png)

 

- [Written instructions](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#main-content)

    - [Startseite](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#startseite)
    - [Baulogistik](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#baulogistik)
    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#protokoll)
    - [REALVIEW App](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#realview-app)
    - [Projektraum](https://support.realview.ch/en/wissensdatenbank/written-instructions?hsLang=en#projektraum)
- [Tips & Tricks](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#main-content)

    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/tips-tricks?hsLang=en#protokoll)
- [Interfaces](https://support.realview.ch/en/wissensdatenbank/interfaces?hsLang=en)
- [Import Templates](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#main-content)

    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/import-templates?hsLang=en#protokoll)
- [Updates](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#main-content)

    - [Claris FileMaker](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#claris-filemaker)
    - [Baulogistik](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#baulogistik)
    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/updates?hsLang=en#protokoll)
- [Error messages](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#main-content)

    - [Claris FileMaker](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#claris-filemaker)
    - [Baumanagement](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#baumanagement)
    - [Protokoll](https://support.realview.ch/en/wissensdatenbank/error-messages?hsLang=en#protokoll)

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