Settings¶

Settings, with collapsible cards (several admin-only).

The system configuration (System group). The cards are collapsible - click the title to open/close; on the first visit they are collapsed to keep the page compact. Several cards are administrators only (Admin badge).

Available cards¶

Entity¶

Data used in proposals and communications: entity name, NIF/NIPC, phone, email (the reply-to of emails), city, DPO (Data Protection Officer).

Data & backup¶

Export / Import the full CRM JSON (backup or migration). This is also where you restore the sample data.

Sample data generator¶

Quickly creates realistic companies, contacts and proposals (PT) - adds to the existing data.

Brand & Appearance (Admin)¶

White-label: name, primary color (derives the palette), logo, login background. Apply / Reset IEFP. → Email & Brand.

Real email sending (EmailJS) (Admin)¶

The keys are fixed (🔒); you only manage the mode (real/simulated) + Send test. → Email & Brand.

User Groups (Admin)¶

Roles × modules matrix: defines what each group sees (Administrator/Trainer = everything; Trainee limited). Includes the option to hide financial values by group.

Proposal Templates¶

Shortcut to the template builder. → Proposal Templates.

Other references¶

Loyalty levels, VAT rates (by region), Customer sources (editable list).

In class mode (online)¶

In a class, Settings gain two central cards:

Trainees in the class - access management (import, individual, reset password). → Manage the class.
Submission & validation of work - receive and grade submissions. → Submission & validation.

Who sees Settings

Trainees do not access Settings. It is a trainer/administrator space.