📄️ Language
The Language Settings feature in the admin portal allows administrators to set a default language for both the Admin Portal and the User CMP Portal. This ensures a consistent and localized experience for all users based on the organization’s requirements or audience preferences.
📄️ Date and Time Format
The Date & Time Format Settings in the admin portal allow administrators to define a standardized format for displaying dates and times across both the Admin Portal and the User CMP Portal. This ensures a uniform and localized representation of date and time, enhancing user comprehension and system consistency.
📄️ Theme Settings
The Theme Settings in the admin portal allow administrators to customize the appearance, branding, and informational content for both the Admin Portal and the User CMP Portal. These settings enable an organization to create a visually appealing and informative interface that reflects its brand identity while enhancing the user experience.
📄️ Organization Details
The Organization Details section allows administrators to configure, update, and manage organizational information in the CMP portal. This feature enables the setup of primary organizational details that define how the portal operates, including creating additional organizations and modifying existing records.
📄️ Email Configuration
The Email Configuration settings in the admin portal enable administrators to set up email functionality for sending and receiving email notifications across the system. This ensures seamless communication for both admin and user portals by configuring key parameters like the email server, sender details, and more.
📄️ Email Template
The Email Template settings in the admin portal allow administrators to upload and manage customized email templates for different events. These templates ensure consistent and professional communication with users, enabling automated and event-triggered emails across the system.
📄️ Quota Settings
The Email Template configuration in the admin portal allows organizations to streamline email communications by setting up and managing templates for various system-triggered events. With features like language selection, customizable templates, and event-specific triggers, this tool enhances user engagement and ensures consistent communication across the admin and user portals.
📄️ Admin Staff
The Admin Staff settings allow administrators to add, edit, and remove staff members who manage the organization's portal. This feature provides flexibility for maintaining a team of administrators and assigning roles or permissions based on organizational needs.
📄️ Sliders
The Sliders settings allow administrators to customize and configure slider images on the login page. These sliders help enhance the user experience by displaying engaging visuals, logos, or key messages. The configuration includes adding, editing, and deleting slider images.
📄️ KYC Configuration
The KYC (Know Your Customer) Configuration module allows administrators to configure and manage KYC settings, document types, categories, and document grouping. This ensures smooth validation of user identities, supporting both Individual and Organization account types. Below is a detailed explanation of how to set up and manage KYC configurations effectively.
📄️ Security
The Security Settings section in the admin portal provides a way to configure robust measures for securing user accounts and ensuring proper authentication during login, sign-up, and other account activities. These settings are essential for preventing unauthorized access, protecting sensitive information, and maintaining the integrity of the platform. Below is a detailed explanation of how to configure the Login Security, Captcha Setup, and Sign-up Security settings.
📄️ Custom Field Configuration
The Custom Field Configuration feature allows administrators to extend the functionality of forms by adding additional fields to capture specific information not covered by standard fields. Custom fields can be tailored for various use cases and applied to both admin and user portals. Below is a detailed explanation of how to configure, edit, and manage custom fields within the admin portal.
📄️ Theme Colors
The Theme Colors settings in the admin portal allow administrators to customize the appearance of the user portal by updating the theme colors, specifically focusing on the sidebar menu. This feature provides the ability to enhance branding, improve the user experience, and ensure consistency with an organization’s design guidelines. The theme editor also allows for drafts and global publishing, making it a flexible tool for managing visual updates.
📄️ Trial Manager
Trial accounts are temporary, limited-access user accounts designed to allow new users or organizations to evaluate the CMP platform before committing to a paid subscription. These accounts provide a controlled environment with restricted resources for a set period.