The Setup section gives administrators the controls to tailor CifraHQ to your organisation's specific needs. From user management and access control to custom Dashboards and external integrations, everything you need to run CifraHQ the way your business works is here.
Set your company's core identity — name, logo, address, base currency, and default settings. This information appears on printed documents and drives system-wide defaults.
Fine-tune CifraHQ's behaviour — default Warehouses, Document Numbering preferences, approval Workflows, and other system-level settings that affect how the whole application works.
Create and manage the people who have access to your CifraHQ company. Each user gets their own login, role assignment, and API token. Users can be assigned to specific roles to control what they can see and do.
View and manage active login sessions across your user base. Use this page to identify who is currently logged in and to force-disconnect sessions if needed for security purposes.
Enable or disable the functional areas available in your CifraHQ tenant. If your company doesn't use a particular module — for example, Expenses or Assembly — disabling it hides the related menus and simplifies the interface.
Customise the labels and text that appear throughout the CifraHQ interface for your Users. Translations let you rename fields, menu items, or document labels to match your company's terminology or preferred language.
Subscribe to real-time event notifications from CifraHQ. When a document is posted, approved, or changed, CifraHQ sends an HTTP payload to the URL you configure — making it easy to trigger Workflows in external systems without polling the API.
Manage automated backups of your CifraHQ database. View backup history, trigger a manual backup, or download a backup file for off-site storage or migration purposes.
Browse the low-level application log for your tenant. System Logs capture errors, warnings, and informational events that can help diagnose integration failures, unexpected behaviour, or performance issues.
Manage the report templates used when printing or emailing documents — Invoices, Purchase Orders, delivery notes, and more. Upload custom Stimulsoft templates to match your company's branding.
Customise the email body and subject line used when CifraHQ sends documents to Customers or Vendors. Templates support placeholders that are replaced with document-specific values at send time.
Create and configure the Dashboards available to your Users. Dashboards surface key metrics and KPIs from across CifraHQ in a single view, and can be customised per user role.
Configure the individual metric cards and charts that make up your Dashboards. Widgets pull live data from CifraHQ and can be filtered, labelled, and arranged to highlight the numbers that matter most to each team.
Build custom data queries against your CifraHQ database without writing SQL. The Query Builder lets power Users create ad-hoc Reports and Exports using a guided interface, and saved queries can be shared across your organisation.
Was this page helpful?