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Kafinea

  • Features
        • Finance
          • Purchasing
          • Audits & KPIs
          • Accounting
          • Invoicing
        • Management
          • Documents
          • Project Management
          • Inventory Management
          • Maintenance
        • HR
          • Employees
          • Timesheets
          • Absence Management
          • Recruitment
        • Customer Service
          • Service Contracts
          • Interventions
          • Warranty Management
          • Tickets
        • Sales
          • Subscriptions
          • Sales Automation
          • CRM
          • Points of Sale
        • Cross-features
          • API
          • Extranet
          • Electronic Signature
          • Workflows
  • Pricing
  • Login
  • Discover the demo
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Kafinea

Marketing

6
  • Prospects
  • The business
  • Sending emails and SMS
  • Campaigns
    • Marketing campaigns
    • Setting up email and SMS campaigns
    • Calculating forecast margins for a campaign

Sales

15
  • Customer accounts
  • Contacts
  • Customer quotations
  • Customer purchase orders
  • Customer credit notes
  • Company Search (SIRENE)
  • Invoicing
    • Classic invoicing
    • Advancement invoicing
    • Item consumption invoicing
    • Electronic invoicing
  • Payments
    • Customer payments
    • Associating a payment with one or more invoices
  • Price list
    • The use of a price list
    • Pricing strategies
    • Administrator's Guide to Pricing

Purchasing

5
  • Suppliers
  • Supplier purchase orders
  • Supplier invoices
  • Supplier credit notes
  • Supplier payments

Catalog

6
  • The products
  • Services
  • Product families
  • Units of measurement
  • Sourcing Management
  • The Supplier Order Assistant

Finance

18
  • Bank accounts
  • Third-party bank accounts
  • Banking transactions
  • SEPA mandates
  • Direct debits
  • Manual entries
  • Accounting
    • Accounting
    • Accounting entries
    • Accounting strategies
    • Financial statements
    • Bank reconciliations
    • Bank statements
    • Tools for checking your accounts
    • Setting up VAT returns
    • VAT declaration
    • Accounting export in FEC format
  • Accounting periods
    • Accounting periods
    • Cash accounting

Human Resources

16
  • The people
  • Services
  • The activities
  • Service assignments
  • Timesheets
  • Leave requests
  • Types of absence
  • Expense reports
  • Training courses
  • Workplaces
  • Versatility matrices
  • Sample employment contracts
  • Pay stubs
  • Employee Extranet
    • The employee portal
    • The Employee Portal
    • Leave Management

Project Management

4
  • The projects
  • Project tasks
  • Project milestones
  • Participation in projects

Customer support

7
  • Tickets
  • Service contracts
  • Customer equipment
  • Customer instances
  • Warranty Management
  • FAQs
  • Customer portal

Maintenance

4
  • Our facilities
  • Maintenance sites
  • The equipment
  • Maintenance operations

Inventory Management

8
  • Storage sites
  • Storage locations
  • Inventory movements
  • Stock transfer requests
  • Delivery notes
  • Receipt slips
  • Delivery methods
  • Inventory Valuation

Points of Sale

5
  • Physical sales outlets
  • E-commerce stores
  • Cash movements
  • Cash register
    • Cash registers
    • Setting up your cash register

Records Management

7
  • Electronic document management
  • The electronic signature
  • Automatic input from a PDF
  • Sending documents by email
  • Models
    • Document templates
    • Email templates
    • Shortcodes

Automation

2
  • The forms
  • The planner

Integrations

7
  • API
    • REST API โ€“ Introduction
    • REST API โ€“ Authentication
    • REST API โ€“ CRUD Operations
    • REST API โ€“ Entity Relationships
    • REST API โ€“ Requests and Queries
    • REST API โ€“ File Management
    • REST API โ€“ Dropdown Lists (Picklists)

Kafinea interface

8
  • Navigation
  • Listings
  • The recordings
  • Tags
  • Reports
  • Dashboards
  • The layout manager
  • Data import/export

Setting

13
  • The companies
  • The users
  • Access rights
  • User preferences
  • Languages and translations
  • Numbering formats
  • SMTP settings
  • Global search
  • Pop-up blocking
  • Permanent locking
  • The Event Log
  • Data mapping
    • Lead conversion mapping
    • Project business mapping
  • Kafinea
  • Documentation
  • Customer support
  • Customer portal
View Categories

Customer portal

2 minutes

๐Ÿ“ Where can I find this module?
Main menu > Support


Introduction #

The "Employee Portal" card is a customizable mini-card that appears in the user menu (at the top right of the interface). It helps promote access to the employee extranet among back-office users.


Access to settings #

  1. Sign in as an administrator
  2. Go to Settings โ†’ EXTRANET โ†’ Configuration
  3. Scroll down to the "Collaborator Area" section

Configuration fields #

Display the map in the user menu #

  • Type: Checkbox (Yes/No)
  • Description: Enables or disables the map display in the user menu
  • Default: Off

URL of the collaborator portal #

  • Type: Read-only field
  • Description: Displays the extranet URL configured for your instance
  • Note: This URL is defined in the system configuration (PORTAL_URL) and cannot be changed here

Card Title #

  • Type: Text (max 50 characters)
  • Description: The title displayed at the top of the map
  • Default value :
    • EN: "Employee Portal"
    • EN: "Employee Portal"

Description #

  • Type: Text box (max 300 characters)
  • Description: The explanatory text displayed on the map. Line breaks are preserved.
  • Default value :
    • EN: "Manage my account, absences, and personal information."
    • EN: "Manage my activity, my absences, and my personal information."

Button text #

  • Type: Text (max 30 characters)
  • Description: The text of the call-to-action (CTA) button
  • Default value :
    • EN: "Access"
    • EN: "Access"

Tooltip text #

  • Type: Text (max 100 characters)
  • Description: The text displayed when the mouse hovers over the action button
  • Default value :
    • EN: "Open in the collaborator space"
    • EN: "Opens in the employee portal"

Multilingual behavior #

If you leave the Title, Description, Button Text, and Tooltip Text fields blank, the system will automatically use the translated default values based on each user's language.

Recommendation: For the best multilingual experience, leave the fields blank and use the default values.

If you customize the text, it will be displayed as is for all users, regardless of their language.

Tip: If you want to customize the text while maintaining a multilingual experience (different text depending on the userโ€™s language), you can use Kafineaโ€™s translation feature to change the default values. Go to Menu โ†’ Configuration โ†’ Settings โ†’ Module Management โ†’ Languages & Translations to customize the labels for each language.


Examples of recommended texts #

Example 1: General promotion #

  • Title: Employee Portal
  • Text: Manage my business, my absences, and my personal information.
  • Button: Go to
  • Tooltip: Opens in the collaborator area

Example 2: Vacation Spotlight #

  • Title: Request Your Vacation Time
  • Text: Request time off in just a few clicks from your personal account.
  • Button: Request time off
  • Tooltip: Access leave management

Example 3: Focus on expense reports #

  • Title: Expense Reports
  • Text: Submit your expense reports and track their approval status in real time.
  • Button: Submit
  • Tooltip: View expense reports

Display Settings #

The map is displayed only if:

  1. The "Show Map" option is enabled
  2. The extranet URL (PORTAL_URL) is configured and not empty

Security #

  • The entered text is automatically cleaned up (HTML tags are removed)
  • The URL is validated to prevent JavaScript injections
  • The link opens in a new tab with the appropriate security settings (target="_blank" rel="noopener noreferrer")

Overview #

The map appears in the user menu, right after the user's information (name, avatar, role) and before the "My Preferences" link.

โ”Œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”
โ”‚  [Avatar]  Prรฉnom Nom       โ”‚
โ”‚            username         โ”‚
โ”‚            Rรดle             โ”‚
โ”œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ค
โ”‚  Espace collaborateur       โ”‚  โ† Titre
โ”‚  Gรฉrer mon activitรฉ, mes    โ”‚  โ† Texte
โ”‚  absences et mes...         โ”‚
โ”‚  [    Accรฉder    โ†—]         โ”‚  โ† Bouton CTA (avec tooltip au survol)
โ”œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”ค
โ”‚  โš™ Mes prรฉfรฉrences          โ”‚
โ”‚  ...                        โ”‚
โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜

Related references ๐Ÿ”— #

  • Tickets
  • FAQs
  • Service contracts
Index
  • Introduction
  • Access to settings
  • Configuration fields
    • Display the map in the user menu
    • URL of the employee portal
    • Card Title
    • Description
    • Button text
    • Tooltip text
  • Multilingual behavior
  • Examples of recommended texts
    • Example 1: General promotion
    • Example 2: Vacation Focus
    • Example 3: Focus on expense reports
  • Display Settings
  • Security
  • Overview
  • Related references ๐Ÿ”—

All-in-one software for SMEs. Take advantage of the automation capabilities and flexibility of our business management platform to facilitate the work of all your employees.

RESOURCES

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Corporate identity
Distributors
Documentation
Security

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ABOUT US

About Us
Contact Us
Cookie Policy
Frequently Asked Questions
General Terms of Use
Privacy Policy
Terms & Conditions

FINANCES

Accounting
Audits & KPIs
Invoicing
Purchasing

MANAGEMENT

Documents
Project management
Inventory management
Maintenance

HR

Absence Management
Employees
Recruitment
Timesheets

CUSTOMER SERVICE

Service contracts
Service
Warranty tracking
Tickets

SALES

CRM
Point of Sale
Sales Automation
Subscriptions

ยฉ 2026 Madiasoft -Kafinea

24 rue Louis Blanc, 75010 PARIS, France

01 70 06 05 41

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  • Features
    • Finance
      • Purchasing
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    • Management
      • Documents
      • Interventions
      • Project Management
      • Inventory Management
    • HR
      • Employees
      • Timesheets
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      • Service Contracts
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