Configuration

Configuration is the administrative setup area for the whole suite -- global settings, health checks, branch and approval structures, messaging templates, API integrations, bulk tools, migration and SOC 2 evidence.

This section covers:

• Settings — Settings is the central configuration form for the suite, exposing global switches and defaults -- currency, financial year, numbe
• System Health Check — System Health Check is a diagnostic wizard that scans the deployment for configuration gaps, broken links, missing sequences and d
• Branch Configuration — Branch Configuration holds the structural reference data behind the branch network -- the branch types that classify each outlet.
• Approval Workflow — Approval Workflow configures how authorisations are routed -- the rules that decide which actions need sign-off and by whom.
• Notifications — Notifications configures the messaging content the institution sends -- the SMS and email templates used for member and staff comm
• API / Integrations — API / Integrations exposes the suite to external systems -- API keys, key generation, request logs, webhooks, the delivery queue a
• Tools — Tools houses the administrative power utilities -- bulk operations and their history, support sessions, data migration and SOC 2 e