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Glossary

Configuring Customizations

Overview

In the Customization workspace, you as an administrator can customize certain elements of the Lucanet CFO Solution Platform to match your corporate design. Currently, you can upload your company logo and configure it for use on the start page and in e-mail templates.

Opening the 'Customization' Workspace

To open the Customization workspace:

1

Click Administration in the main menu of the CFO Solution Platform.

2

Open the Platform Management area and click Customization. The Customization workspace is displayed as follws:

Displays the 'Customization' workspace
Workspace 'Customization'

To upload and apply your company logo to the start page and/or e-mail templates:

1

Navigate to the area where you want to upload the file.

2

Click browse or drag and drop the file into the appropriate field. Make sure the following requirements are met:

  • The file size must not exceed 128 KB.
  • Only PNG or SVG format is permitted.
  • Images must be vertically aligned.
3

If necessary, click Preview to preview the logo after the file has been uploaded.

Show preview
4

If necessary, repeat steps one to three for the other areas.

5

Click Apply changes to apply the logo in the specified area(s). The start page with a customer logo is displayed as follows, for example:

Start page with a customer logo

To replace or remove the uploaded company logo, hover the mouse over the uploaded file. The following two options are available:

OptionDescription
Replace the file with another file
Remove the file. Once the file has been removed, the option to upload a file will be displayed again.

You can replace or remove one or more of the files as needed.

Resetting to Default Settings

Click Reset to default to remove all custom settings and return to the default configuration.

Last updated on Aug 16, 2023

Table of Contents
Configuring CustomizationsOverviewOpening the 'Customization' WorkspaceUploading and Applying Company LogoReplacing and Removing the Company LogoResetting to Default Settings
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