Searching Settings > Configuration

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Settings allow you to perform various system administration functions, such as adding users, adding, changing or deleting entries on the various lists etc

To access Configuration and user management options, open the sub-menu under Settings as shown below

Open Settings Configuration

Once you have accessed settings you should click on the down arrow and either scroll down the list or search for the type of setting you want to work with 

 

Search Settings in drop-down box

To search the list of settings type in the name of the setting you are looking for - e.g. Stripe - the list will filter down to settings matching your search

Freetype search in settings box

 

Settings Search - Stripe example.gif

 

 

For list type settings - e.g. Funds - you can press the + button to add a new entry, or click on an existing entry to edit or delete it

Add, Open and edit an item within Settings

 

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