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Personalization templates

See how to create templates to personalize Caflou for your colleagues and users you invite to your account. With the help of templates, you make Caflou much clearer for them and make it easier for them to start working with the application. Within the template you can set:

  1. Dashboard widgets/modules
  2. Left panel
  3. Top/main menu
  4. Displayed/hidden tabs in the details of companies, projects, tasks, default tabs (again for companies, projects, tasks) or the number of items on the overview page 

💡 It is useful to know about the personalization of templates

Note 1: You can still personalize manually, that is, you manually adjust the settings (see points above) for each user via the "Personalize" action in the action menu for the given user.

Note 2: General settings for all newly invited account users can also be set in User Management, in the General tab:

  • Mandatory two-step authentication
  • Hidden/displayed tabs in the details of companies, projects and tasks
  • The order of tabs in the detail of companies, projects and tasks, and the default/starting tab

❗ Ideally, when personalizing existing users manually or via a template, make changes with the user's knowledge, so as not to change the appearance of their application under their hands. Applying a template on an existing user will override personalization they could have done for themselves.

User Rights Templates

Getting ready