Settings allows you 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


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 



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


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



Have more questions? Submit a request


Powered by Zendesk