Configure your Settings

1.1 Configuring your Settings

Settings is one of the menus that consists of 4 submenus which are Organization Details, System Management, Staffs, and Audits.

1.1.1 Organization Details

Step 1: Click Organization Details menu under Setting category at the left panel.

Step 2: Choose either Details, Subscriptions, Settings, Credits, or Labels & Translations to manage the organization.

Step 3: Click Details navigation to manage Account Information, Contact Person, Logo, Header and Background, and Bank Account.

Step 4: Click Subscriptions navigation to manage the Subscription Status and Payment History for the Subscriptions.

Step 5: Click Settings navigation to manage the Custom SMTP, Application Approval, Invoice Notification, and Receipt Notification.

Step 6: Click Credits navigation to manage the Available Credits or Transaction History. 

Step 7: Click Topup button on Available Credits to topup your credits.

Video Tutorial:

Step 8: Click Labels & Translations navigation to manage the labels and translations.

1.2.2 System Management

Step 1: Click System Management menu under Settings category at the left panel.

Step 2: Choose either Fees & Payments or Others navigation to manage the system settings.

Step 3: Click Fees & Payments navigation to manage the Fee Types, Fee Categories, or Payment Options.

i) How to Create a new Fee Types?

Step 1: Click the New Fee Type button to create a new fee type.

* New Fee Type button

Step 2: Once click the New Fee Type button, Add New Fee Type form appear. Fill in the information needed and click Create button to save the data.

ii) How to Edit the Existing Fee Type?

Step 1: Click the Edit icon at the Action section on the Fee Type.

* Edit icon

Step 2: Once user click the Edit icon, Edit Fee Type form will appear. Once user done update the details of fee type, click Update button to save.

iii) How to Delete the Existing Fee Type?

Step 1: Click the Delete icon at the Action section to delete the existing fee type.

* Delete icon

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.

i) How to Create a New Fee Category?

Step 1: Click New Fee Category button to create a new fee category.

* New Fee Category button

Step 2: Once user click the New Fee Category button, Add New Fee Category form will appear. Fill in the information needed and click Create button.

ii) How to Edit the Existing Fee Category?

Step 1: Click the Edit icon at the Action section on Fee Category.

* Edit icon 

Step 2: Once user click the Edit icon, Edit Fee Category form will appear. User able to update the Fee Category details and click update button.

iii) How to Delete the Existing Fee Category?

Step 1: Click the Delete icon at Action section on the Fee Category.

* Delete icon

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation

i) How to Create a New Payment Option?

Step 1: Click New Payment Option button to create a new payment option.

* New Payment Option button

Step 2: Once user click the New Payment Option button, Add New Payment Option form will appear. Fill in the information needed and click Create button.

ii) How to Edit the Existing Payment Option?

Step 1: Click the Edit icon at the Action section on Payment Options.

* Edit icon

Step 2: Once user click the Edit icon, Edit Payment Option form will appear. User able to update the Payment Option details and click update button.

iii) How to Delete the Existing Fee Category?

Step 1: Click the Delete icon at Action section on the Payment Options.

* Delete icon

Step 2: Once user click the Delete icon, a delete message will appear as a confirmation.

Step 3: Click Others navigation to manage Departments or Infaq Type.

Video Tutorial on How to Manage the Infaq: