Skip to content
📱 Kafinea is a compatible solution for electronic invoicing! Learn more ➔
kafinea logo svg

Kafinea

  • Features
        • Finance
          • Accounting
          • Audits & KPIs
          • Invoicing
          • Purchases
        • Management
          • Documents
          • Inventory Management
          • Maintenance
          • Project Management
        • HR
          • Absence Management
          • Employees
          • Recruitment
          • Timesheets
        • Customer Service
          • Interventions
          • Service Contracts
          • Tickets
          • Warranty Tracking
        • Sales
          • CRM
          • Points of Sale
          • Sales Automation
          • Subscriptions
        • Cross-Features
          • API
          • Extranet
          • Electronic Signature
          • Workflows
  • Pricing
  • Login
  • Discover the demo
📱 Kafinea is electronic invoicing compatible! ➔
kafinea logo svg
Kafinea

Marketing

1
  • Leads

Sales

14
  • Customer purchase orders
  • Customer accounts
  • Customer Quotes
  • Customer credit notes
  • Company Search (Sirene)
  • Margins in quotes
  • Invoicing
    • Classic Invoicing
    • Progress Invoicing
    • Issue an electronic invoice
    • Recurring invoicing
    • Invoicing Article Consumption
  • Payments
    • Customer payments
    • Linking a payment to one or more invoices
  • Price list
    • Price list administrator guide

Purchases

5
  • Supplier invoices
  • Supplier Purchase Orders
  • Suppliers
  • Supplier Credits
  • Receiving an Electronic Invoice

Catalog

8
  • Units of measure
  • Products
  • Services
  • Sourcing Management
  • The Purchase Order Assistant
  • Generic products
  • Product kits
  • Catalog margin analysis

Finance

11
  • Bank Accounts
  • Manual entries
  • SEPA Mandates
  • Third-party bank accounts
  • Bank Transactions
  • Accounting
    • Accounting entries
    • Tools for Checking Your Accounting
    • Accounting
    • Financial statements
  • Fiscal years
    • Cash accounting
    • Fiscal years

Human Resources

5
  • Timesheets
  • Activities
  • Pay Slips
  • Employee Extranet
    • Leave Management
    • The employee portal card

Project management

2
  • Secure assignments using a people list
  • The responder area: view and accept my assignments

Customer Support

1
  • The Client Portal

Inventory management

4
  • Goods receipt notes
  • Delivery Notes
  • Stock movements
  • Inventory Valuation

Cash register

1
  • Cash Registers

Document management

3
  • Electronic signature
  • Templates
    • Email templates
    • Document templates

Automation

2
  • Forms
  • Workflows

Artificial intelligence

5
  • AI-assisted invoice OCR
  • Connect an External AI (MCP)
  • AI Chat
  • The AI Text Assistant
  • AI Workflows

Kafinea interface

8
  • Data Import/Export
  • Navigation
  • Lists
  • Records
  • The Layout Manager
  • Automatic saving
  • Document Lines
  • Links Between Elements

Settings

10
  • SMTP Settings
  • Access Rights
  • Numbering formats
  • Global search
  • User preferences
  • Permanent locking
  • Catalog popup filtering
  • Tax Configuration
  • The MCP Server
  • AI agents

Business Guides

2
  • Enable employees to complete their HR record independently
  • Mobilizing thousands of field workers at scale

API

7
  • REST API – Introduction
  • REST API – Entity Relationships
  • REST API – File Management
  • REST API – Requests and Querying
  • REST API – Drop-down lists (Picklist)
  • REST API – CRUD Operations
  • REST API – Authentication
  • Kafinea
  • Documentation
  • Human Resources
  • Employee Extranet
  • The employee portal card
View Categories

The employee portal card

3 minutes

📍 Where to find this module?
Main menu > Human Resources > Employee extranet


Introduction #

The “Employee Portal” card is a configurable mini-card that appears in the user menu (top right of the interface). It promotes access to the employee extranet for back-office users.


Accessing the Configuration #

  1. Log in as an administrator
  2. Go to Settings → EXTRANET → Configuration
  3. Scroll down to the Employee Portal Card section

Configuration Fields #

Display card in user menu #

  • Type: Checkbox (Yes/No)
  • Description: Activates or deactivates the display of the card in the user menu
  • Default: Disabled

Employee Portal URL #

  • 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 modified here

Card Title #

  • Type: Text (max 50 characters)
  • Description: The title displayed at the top of the card
  • Default value:
    • FR: “Espace collaborateur”
    • EN: “Employee Portal”

Descriptive Text #

  • Type: Text area (max 300 characters)
  • Description: The explanatory text displayed in the card. Line breaks are preserved.
  • Default value:
    • FR: “GĂ©rer mon activitĂ©, mes absences et mes informations personnelles.”
    • EN: “Manage my activity, my absences and my personal information.”

Button Text #

  • Type: Text (max 30 characters)
  • Description: The text for the action button (CTA)
  • Default value:
    • FR: “AccĂ©der”
    • EN: “Access”

Tooltip Text #

  • Type: Text (max 100 characters)
  • Description: The text displayed when hovering over the action button
  • Default value:
    • FR: “Ouverture dans l’espace collaborateur”
    • EN: “Opens in the employee portal”

Multilingual Behavior #

If you leave the Title, Descriptive Text, Button Text, and Tooltip Text fields empty, the system will automatically use the default values translated according to each user’s language.

Recommendation: For an optimal multilingual experience, leave the fields empty and use the default values.

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

Tip: If you wish to customize the texts while maintaining a multilingual experience (different texts depending on the user’s language), you can use Kafinea’s translation feature to modify the default values. Go to Menu → Configuration → Settings → Module Management → Languages & Translations to customize labels by language.


Examples of Recommended Texts #

Example 1: General Promotion #

  • Title: Employee Portal
  • Text: Manage my activity, my absences, and my personal information.
  • Button: Access
  • Tooltip: Opens in the employee portal

Example 2: Leave Focus #

  • Title: Request your leave
  • Text: Request your leave in a few clicks from your personal space.
  • Button: Request Leave
  • Tooltip: Access leave management

Example 3: Expense Report Focus #

  • Title: Expense Reports
  • Text: Submit your expense reports and track their validation in real time.
  • Button: Submit
  • Tooltip: Access expense reports

Display Conditions #

The card is displayed only if:

  1. The “Display card” option is enabled
  2. The extranet URL (PORTAL_URL) is configured and not empty

Security #

  • Entered texts are automatically sanitized (HTML tags removed)
  • The URL is validated to prevent JavaScript injections
  • The link opens in a new tab with appropriate security attributes (target="_blank" rel="noopener noreferrer")

Preview #

The card appears in the user menu, just after the user’s information (name, avatar, role) and before the “My Preferences” link.

┌─────────────────────────────┐
│  [Avatar]  PrĂ©nom Nom       │
│            username         │
│            Rîle             │
├──────────────────────────────
│  Espace collaborateur       │  ← Titre
│  GĂ©rer mon activitĂ©, mes    │  ← Texte
│  absences et mes...         │
│  [    AccĂ©der    ↗]         │  ← Bouton CTA (avec tooltip au survol)
├──────────────────────────────
│  ⚙ Mes prĂ©fĂ©rences          │
│  ...                        │
└─────────────────────────────┘

Related references 🔗 #

  • The employee portal
  • People
Index
  • Introduction
  • Accessing the Configuration
  • Configuration Fields
    • Display card in user menu
    • Employee Portal URL
    • Card Title
    • Descriptive Text
    • Button Text
    • Tooltip Text
  • Multilingual Behavior
  • Examples of Recommended Texts
    • Example 1: General Promotion
    • Example 2: Leave Focus
    • Example 3: Expense Report Focus
  • Display Conditions
  • Security
  • Preview
  • Related references 🔗

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

RESOURCES

Blog
Brand Guidelines
Distributors
Help
Security

Customer portal
ABOUT

About Us
Contact Us
Cookie Policy
FAQ
Legal Notice
Privacy Policy
Terms of Service

Electronic invoicing compatible solution
French Tech Grand Paris Logo
FINANCE

Accounting
Audits & KPIs
Invoicing
Purchases

MANAGEMENT

Documents
Inventory Management
Maintenance
Project Management

HR

Absence Management
Employees
Recruitment
Timesheets

CUSTOMER SERVICE

Interventions
Service Contracts
Tickets
Warranty Tracking

SALES

CRM
Points of Sale
Sales Automation
Subscriptions

© 2026 Madiasoft - Kafinea

24 rue Louis Blanc, 75010 PARIS, France

+33 1 70 06 05 41

Facebook Linkedin
kafinea logo svg
Gérer le consentement aux cookies
Pour offrir les meilleures expériences, nous utilisons des cookies pour stocker et/ou accéder aux informations des appareils. Le fait de consentir à ces cookies nous permettra de traiter des données telles que le comportement de navigation ou les ID uniques sur ce site. Le fait de ne pas consentir ou de retirer son consentement peut avoir un effet négatif sur certaines caractéristiques et fonctions.
Fonctionnel Always active
Le stockage ou l’accĂšs technique est strictement nĂ©cessaire dans la finalitĂ© d’intĂ©rĂȘt lĂ©gitime de permettre l’utilisation d’un service spĂ©cifique explicitement demandĂ© par l’abonnĂ© ou l’internaute, ou dans le seul but d’effectuer la transmission d’une communication sur un rĂ©seau de communications Ă©lectroniques.
Préférences
Le stockage ou l’accĂšs technique est nĂ©cessaire dans la finalitĂ© d’intĂ©rĂȘt lĂ©gitime de stocker des prĂ©fĂ©rences qui ne sont pas demandĂ©es par l’abonnĂ© ou la personne utilisant le service.
Statistiques
Le stockage ou l’accĂšs technique qui est utilisĂ© exclusivement Ă  des fins statistiques. Le stockage ou l’accĂšs technique qui est utilisĂ© exclusivement dans des finalitĂ©s statistiques anonymes. En l’absence d’une assignation Ă  comparaĂźtre, d’une conformitĂ© volontaire de la part de votre fournisseur d’accĂšs Ă  internet ou d’enregistrements supplĂ©mentaires provenant d’une tierce partie, les informations stockĂ©es ou extraites Ă  cette seule fin ne peuvent gĂ©nĂ©ralement pas ĂȘtre utilisĂ©es pour vous identifier.
Marketing
Le stockage ou l’accĂšs technique est nĂ©cessaire pour crĂ©er des profils d’internautes afin d’envoyer des publicitĂ©s, ou pour suivre l’internaute sur un site web ou sur plusieurs sites web ayant des finalitĂ©s marketing similaires.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
Voir les préférences
  • {title}
  • {title}
  • {title}
  • Features
    • Finance
      • Accounting
      • Audits & KPIs
      • Invoicing
      • Purchases
    • Management
      • Documents
      • Interventions
      • Inventory Management
      • Project Management
    • HR
      • Absence Management
      • Employees
      • Recruitment
      • Timesheets
    • Customer Service
      • Maintenance
      • Service Contracts
      • Tickets
      • Warranty Tracking
    • Sales
      • CRM
      • Points of Sale
      • Sales Automation
      • Subscriptions
    • Cross-Features
      • API
      • Electronic Signature
      • Extranet
      • Workflows
  • Pricing
  • Login
  • Discover the demo