Learn Mokapen

Customization

Open the Organization menu and choose Customization. From here you set how Mokapen looks for you: which cards you see on Home, the order of the menu, which view the calendar opens on, and what the button with your avatar does on lists.

The records stay as they are. You are not creating fields, not changing who can see a private contact, not turning a module on or off. You are deciding the working view.

The page is split in two. At the top, Navigation & filters: users / teams filter, menu, calendar and, for you only, Home. Below, a block for each active module, where you set the kanban card, list columns and charts. If a module is off, that block does not appear.

You need the Small plan or higher. If the plan does not include it, the card opens on the upgrade message instead of the editor. Card, columns and charts need the Medium plan.

How to get in and where to start

If you are the Owner, the first thing you see is the For the organization block. Use it when you want to prepare Mokapen for people who have not chosen anything of their own yet: a new salesperson already finds the week on the calendar, the menu in the order you decided, the avatar filter already set on tasks. Below that is For me, and it is your personal copy of the same cards, plus Home.

If you are not the Owner, the organization block is not there. You only work in For me. You can still adapt menu, calendar, filter and home to how you work: the owner's choice stays the starting point, yours replaces it only for your user.

Open the card you need. This guide is the overview; the precise gesture is in the dedicated guides:

• Users / teams filter, to tell the avatar button which tasks, deals or orders to keep.
• Menu, to reorder the header, group apps and add an external link.
• Calendar, to choose whether it opens on month, week or day and which record types it draws.
• Home, to compose the page you see as soon as you enter.

What happens when you save for everyone or only for you

On the filter, menu and calendar pages, next to the title there is a badge. If you came in from For the organization, the badge says Organization settings. What you save becomes the starting point for anyone who does not yet have a preference of their own.

If you came in from For me, the badge says Settings for me only: the change applies only when you sign in.

Mokapen chooses like this, every time you open a list, the menu or the calendar. First it looks whether you have saved something personal. If yes, it uses that. If not, it looks whether the Owner has saved a default. If that is missing too, it uses Mokapen's behaviour: the calendar, for example, opens on the week and shows tasks, appointments and deals.

When you work «for me only» and the owner has already saved a default, at the top of the page you read who did it and when. You need that to understand what you are starting from before you overwrite it. If that line is not there, nobody has prepared a default yet: you are starting from Mokapen, not from an owner's choice.

The Save button writes only the level you are on. Until you press it, lists, menu, calendar and home stay as they were.

Revert asks for confirmation and deletes only that level. If you revert your settings, you go back to the owner's default, if they have one. Their default is not touched.

If the owner reverts the organization, colleagues who had already saved their own version keep seeing it: their personal choice stays stronger, until they revert too.

After saving, reload the page you want to check. The menu, list or calendar picks up the new setting on the next load.

What you set from here, with an example

Think of a salesperson who opens Mokapen every morning and needs to see their deals for the week, not the whole company's list and not the tickets. The Owner can prepare it like this.

• On Users / teams filter, leave on, for deals, the avatar button and the boxes «Me as owner» and «My teams as collaborators». The salesperson clicks the avatar and sees only what concerns them. On orders and invoices the button can stay off, if that team works on the full list.
• On Menu put Deals and Appointments at the top, and hide from that team the items they do not use. Horizontal menu and vertical menu follow the same order: you set it once.
• On Calendar choose the week and leave appointments and deals on. In the morning the calendar already opens like that, without rebuilding the filter.
• Home is not imposed on the team. Each person drags their own cards, changes the width and keeps, for example, «Deals due» and the calendar. The salesperson composes it from For me.

Light, dark, and the choice between horizontal and vertical menu, are not on this page. You find them in the user profile.

Card, columns and charts of a module

Scroll below Navigation & filters. For each module that is on (Activities, Sales, Tickets, a module you created), you find three actions, already in the personal scope:

• Kanban card — choose which fields appear on the board card. Useful when on the deal card you want value and date, and not the full field list.
• List & columns — choose which columns you see in the list and in what order. The column you always check goes to the left; the ones you do not use, you remove.
• Charts — choose which charts appear in that module's reports.

Here too, if you save, your version applies only to you and replaces the organization's.

The default for everyone, instead, is not set from this hub: it is set by whoever administers the module, from that module's settings. For orders, for example, open Orders and then the card, the columns or the charts. You need the Medium plan and the module on.

The detail of each choice is in the guides Card, List & Columns and Charts.

Custom fields are a different job. They are added from the module settings, not by dragging them here. The guide is Fields.

Frequently asked questions

I saved my version and I no longer see the owner's. That is the expected behaviour: yours takes precedence. Open the same card from For me and press Revert. You go back to their default, if they have saved one.

I cannot see «For the organization». Only the Owner sees that block. You can still open For me and set filter, menu, calendar and home for your user.

I click the card and upgrade opens. The plan does not include that feature yet. Filter, menu, calendar and home are in the Small plan. Card, columns and charts are in the Medium plan.

I pressed Save but the colleague still sees the old menu. Check the badge. If it said Settings for me only, you changed only your view. For the team you must enter from the For the organization block and save again. If the colleague already has their own version, that stays: they must press Revert on their page.

Did Revert on the organization delete colleagues' preferences? No. It only deletes the default. Anyone who had already saved «for me only» keeps seeing their own version.

Where do I change light/dark or the vertical menu? In the user profile. From Customization you do not set the theme or the menu direction.

I want to add a field, not only move it into a column. New fields are created from the module settings, guide Fields. Here you only decide which of the ones that already exist to show on the card, list or chart.

A module we use does not appear at the bottom of the page. It is off in Applications, or your role does not include it. Turn it on and come back to Customization: the card, columns and charts block arrives together with the module.