Advanced System Customization

Learn how to use advanced system customization features available to super administrators to configure, brand, extend, and tailor the Shifts platform to meet complex organizational requirements.

Overview

The Advanced System Customization features in Shifts provide super administrators with powerful tools to tailor the platform to your organization’s specific needs. These advanced capabilities allow you to customize branding, extend functionality, configure workflows, and integrate with external systems. This article explains the key customization features and how to implement them effectively.

Accessing Advanced Customization

To access these advanced features:

1. Log in with super administrator credentials
2. Navigate to Super Admin > Advanced Configuration
3. Select the customization category you wish to modify

Note: These features are only available to users with super administrator privileges.

Branding and White-Labeling

Create a consistent brand experience across the platform:

Logo and Visual Identity

• Custom Logo: Upload your organization’s logo (recommended size: 200x60px)
• Favicon: Set a custom browser tab icon (16x16px .ico or .png file)
• Color Scheme: Customize primary, secondary, and accent colors via hex codes
• Login Screen: Personalize the login page background and messaging

Domain Customization

• Custom Domain: Configure your own domain for the application
• Subdomain Management: Create and manage unique subdomains for each business tenant
• Email Domains: Set up branded email domains for system communications
• URL Structure: Customize URL patterns for different sections of the application

Email Customization

• Email Templates: Modify system email templates with your branding
• Sender Configuration: Set custom “From” names and addresses
• Email Footer: Add legal disclaimers and contact information
• Email Styling: Customize fonts, colors, and layout of system emails

Custom Field Extensions

Extend the platform with custom fields and data structures:

Role Customization

• Custom Role Types: Create organization-specific roles beyond the standard ones
• Role Hierarchy: Define custom reporting structures
• Permission Templates: Create specialized permission sets for custom roles
• Role Attributes: Add custom attributes to roles

Location Management

• Location Hierarchy: Create custom location structure with multiple levels
• Location Attributes: Add custom fields to location profiles
• Geofence Settings: Configure precision requirements for location verification
• Custom Location Types: Create specialized categories for different facility types

Skills and Certifications

• Custom Skill Definitions: Create business-specific skills and proficiencies
• Certification Tracking: Set up custom certification types with expiration tracking
• Skill Assessment: Configure custom skill assessment criteria
• Training Requirements: Link skills to training programs

Workflow Configurations

Customize operational workflows to match your business processes:

Attendance Rules

• Custom Time Windows: Set business-specific rules for early/late check-ins
• Attendance Validation: Configure verification requirements by location or role
• Break Rules: Create custom break requirements and durations
• Overtime Calculations: Define how overtime is calculated and approved

Leave Management

• Custom Leave Types: Create organization-specific leave categories
• Accrual Rules: Configure how leave balances accrue and expire
• Approval Workflows: Define multi-level approval processes
• Balance Calculations: Set up custom rules for balance calculations

Scheduling Rules

• Shift Templates: Create reusable shift templates with custom parameters
• Coverage Requirements: Define role-based staffing requirements
• Scheduling Restrictions: Set rules for minimum rest periods and maximum hours
• Conflict Resolution: Configure how scheduling conflicts are handled

Integration Capabilities

Connect the Shifts platform with external systems:

API Configuration

• API Tokens: Generate and manage API access tokens with custom permissions
• Rate Limiting: Set custom rate limits for different API endpoints
• Webhook Configuration: Create custom webhooks for real-time data exchange
• API Logging: Configure detailed logging for API interactions

External System Integration

• Single Sign-On: Configure SSO with your identity provider
• Data Export: Set up automated exports to external systems
• Import Templates: Create templates for data importing
• Third-Party Services: Connect with payroll, HR, and other business systems

AI Assistant Configuration

• Knowledge Base Customization: Configure custom knowledge bases for AI assistants
• Function Schemas: Define custom AI function capabilities
• Response Templates: Create organization-specific response templates
• AI Model Selection: Choose appropriate models for different assistant types

Advanced Security Configuration

Implement enhanced security measures:

Identity Verification

• Two-Factor Requirements: Set role-based 2FA enforcement rules
• Photo Verification: Configure when and how photo verification is required
• Device Management: Set trusted device policies and restrictions
• Authentication Policies: Customize authentication requirements by role or location

Access Controls

• IP Restrictions: Set custom IP ranges for system access
• Time-Based Access: Configure when different user types can access the system
• Session Management: Customize session timeouts and concurrent login rules
• Access Logging: Configure detailed security event logging

Multi-Tenant Management

For organizations with multiple businesses or divisions:

• Tenant Creation: Set up separate business tenants with isolated data
• Cross-Tenant Reporting: Configure consolidated reporting across tenants
• Template-Based Setup: Create new tenants from customized templates
• Tenant-Specific Settings: Customize features available to each tenant

Best Practices

For optimal results when implementing advanced customization:

1. Document All Changes: Maintain detailed documentation of all customizations
2. Test in Staging: Always test customizations in a staging environment first
3. Incremental Implementation: Roll out changes gradually rather than all at once
4. User Training: Ensure users understand new customizations before deployment
5. Regular Review: Periodically review customizations to ensure they still meet needs
6. Version Control: Track versions of templates and custom configurations
7. Permission Audit: Regularly review all custom roles and permission settings

Related Resources

• Workflow Automation
• Custom Fields
• Performance Tools
• System Security
• API Documentation

This article should be updated when:

1. New branding or white-labeling features are added
2. Custom field capabilities are expanded
3. Additional workflow configuration options are introduced
4. New integration capabilities are added
5. Security customization features change
6. The super admin interface is updated