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Article-1834189193

Done with FlowFit configuration essentials? What could be customized next?

Here are some of the additional configurations or personalization you are encouraged to check or adjust to your needs:

  1. Customize the Client portal login page layout in:
    âš™ > Administration > System parameters > Client Portal

  2. Customize the TMS and Provider portal login page layout in:
    âš™ > Administration > System parameters > TMS

  3. Customize clients and resources authentication mode in:
    âš™ > Security > Authentication

  4. Customize clients and resources permission in
    âš™ > Security > User Permissions

  5. Customize clients and resources access and roles in
    âš™ > Administration > User Management

  6. Customize providers profiles and permission in
    âš™ > Providers > Provider Profile

  7. Customize email templates in
    âš™ > Administration > Email Templates

  8. Adjust your project languages displayed list in
    âš™ > General > Languages

  9. Customize the Client new request form fields names in
    âš™ > General > Dynamic Labels

  10. Add custom fields to the new request form in
    âš™ > General > Custom Fields

Customization Ideas

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