Efimis White-label Guide - Smokeball

Nicola Bootes

Overview

Efimis provides White-label UI customisation for Smokeball users, allowing control over which UI elements, buttons, reports, and settings are:

Visible
Hidden
Read-only

These are visual changes only. All data, permissions, and workflows remain unchanged.

Why This Matters

Aligns the system with Smokeball workflows
Prevents access to features managed in Smokeball
Ensures a simplified and consistent user experience
Maintains underlying user permissions

Key White-label Areas

Area	Element	Status	What This Means
Buttons	Create Employee	Hidden	Cannot create employees
Modules	Time Entries	Hidden	Module not accessible
Modules	Billing Dashboard	Hidden	Module not accessible
Quick Add	Add Matter	Visible	Available if user permissions allow
Navigation	Reports	Hidden	Removed from top navigation
Reports	Profit & Loss	Hidden	Cannot access (including via direct URL)
Settings	Licenses & Partner	Hidden	Cannot configure partner settings

Behaviour Notes

Status Definititions

Hidden → Not visible anywhere in the system
Disabled / Read-only → Visible but cannot be used
Visible → Available, subject to user permissions

If a feature is hidden, it cannot be accessed - even by admins.

If something appears but cannot be clicked, this is due to permission restrictions, not White-label settings.

How It Works

Settings are applied automatically on login
A refresh or re-login ensures the latest configuration is applied
White-label settings always respect existing permissions

Example: If a button is set to visible in the White-label but a user lacks permission, the button appears disabled. If a button is hidden in the White-label, even an admin cannot see it.

Summary

Smokeball users see a streamlined interface
Key system areas like reports, time entries, and billing are restricted
The UI reflects Smokeball ownership of key workflows
No action is required — all settings are system controlled