Admin Settings

Back to Dashboard
General
Organization
Membership
Loans & Savings
Notifications
Security
Content
Officials
Banking
Documentation
Roles
System
Integration
Branding

General Settings

Basic details about your chama or organization. These settings will be displayed throughout the system.

Organization Structure

Define your organization's hierarchy and leadership structure.

Membership Settings

Configure membership requirements and policies

General Membership Policies

Control whether new members can join
How new applications are processed
Cap on total membership
How often memberships renew
Days after renewal before penalties apply

Financial Requirements

KES
Minimum required monthly payment
KES
Initial membership cost
Max loan as multiple of contributions
KES
Fee for missed payments

Membership Status Options

Available membership statuses

Membership Tiers

Define different membership types with varying benefits and requirements

Tier Configuration

Choose between single or multiple membership tiers
Detailed description of tier benefits

Add New Tier

KES

Existing Tiers

Regular Member

Standard membership with basic benefits

KES 500/month

Loans & Savings Management

Configure loan products, savings plans, and financial policies

Loan Products

Loan Types Synced 2

Standard Loan

Interest Rate 12%
Max Term 12 months
Max Amount KES 50,000
Available Terms: 3, 6, 9, 12 months
Enabled
Active

Emergency Loan

Interest Rate 15%
Max Term 6 months
Max Amount KES 20,000
Available Terms: 1, 3, 6 months
Enabled
Active

Loan Configuration

Minimum savings balance required before member can apply for a loan

Savings Products

Regular Savings

Interest Rate 8%
Lock-in Period None
Min Withdrawal KES 1,000
Active
Active

Emergency Fund

Interest Rate 6%
Lock-in Period 3 months
Min Withdrawal KES 2,000
Active
Active

Fixed Deposit

Interest Rate 10%
Lock-in Period 12 months
Min Deposit KES 10,000
Active
Active

Savings Configuration

System Sync Status

Loan products synchronized with database
Savings products synchronized with database
Financial policies updated
Last synced: Just now

Notification Settings

Configure how and when system notifications are sent.

Meeting Reminders

Send reminders before scheduled meetings

Contribution Reminders

Send reminders for upcoming contributions

Loan Approval Notifications

Notify members when loans are approved/rejected

System Updates

Notify admins about system updates and maintenance

Security Alerts

Send alerts for suspicious activities

Notification Channels

Select which channels to use for different types of notifications.

Reminder Scheduling

Configure when reminders are sent.

Security Settings

Configure security policies and authentication settings.

Two-Factor Authentication

Require 2FA for admin accounts

Session Timeout

Automatically log out after inactivity

Password Complexity

Require strong passwords for admin accounts

Content Management

Manage static pages, gallery images, and downloadable files.

Page Content Management

Edit content for all public pages in real-time.

Gallery Management

Settings for gallery images and media.

Downloads Management

Settings for downloadable files and documents.

Officials Management

Manage current officials and their information.

Initialize Officials Settings

If you're experiencing issues saving officials settings, you may need to initialize the officials settings in the database first.

Initialize Officials Settings

Current Officials

Manage information for current elected officials.

Chairman

Assistant Chairman

Secretary

Organising Secretary

Treasurer

Loans Officer

Official Roles & Permissions

Define roles and permissions for officials.

Term Management

Manage official terms and transitions.

Number of days before term end to begin transition process

Banking & Financial Accounts

Manage bank accounts and financial settings.

Bank Accounts

Manage organization bank accounts.

Reconciliation Tools

Settings for financial reconciliation.

Transactions within this amount will be auto-reconciled

Documentation Management

Manage system documentation, file storage, and access controls

Storage Configuration

Choose where documents are stored
Maximum storage space for documents
Storage Usage: 450 MB of 1000 MB 45%

Document Categories

PDF Documents

Files: 24 Size: 245 MB

Word Documents

Files: 18 Size: 120 MB

Images

Files: 32 Size: 85 MB

Spreadsheets

Files: 12 Size: 45 MB

Document Versioning & History

Keep track of document changes over time
Number of previous versions to retain
Automatically save document versions at this interval

File Lifecycle Management

Documents older than this period will be archived
Archived documents older than this period will be deleted
Send email notifications before automatic deletion

Access Controls

Default access level for new documents
Log who downloads which documents and when

Roles & Permissions

Granular control over admin-level accounts and permissions

Role Definitions

Super Admin
Financial Admin
Content Admin
Viewer
Define custom roles for administrators
Role assigned to newly created admin accounts

Permission Matrix

Define permissions for each role.

Financial Admin Permissions

Content Admin Permissions

Viewer Permissions

Account Management

Manage admin accounts and access.

Temporarily disable accounts without deleting them
Permanently remove admin accounts from the system
Enhance security with 2FA for all admin accounts

System & Maintenance

Backup, maintenance, and logging settings

Backup Settings

Automated backup configuration.

How often system backups are created
How long to keep backup files
Last backup: Today at 02:00 AM
Up to date

Maintenance Mode

Take the system offline for maintenance.

Temporarily disable access to the system for maintenance
Message displayed to users during maintenance
System is currently: Operational
Active

System Logs

Logging and audit trail settings.

Track all user activities and system events
How long to keep system logs

API & Integrations

Configure external service integrations.

Mobile Money Integration

MPESA and mobile money settings.

SMS Gateway

SMS notification settings.

Email Configuration

Email SMTP settings.

Theme & Branding

Customize the look and feel of your site

Logo & Favicon

Recommended size: 300x100 pixels
Recommended size: 32x32 pixels
Logo Preview

Primary logo will appear in the header

Logo Preview Area

Favicon will appear in browser tabs

Color Scheme

#FF5C1B
#001a33
Choose the default theme for your site

Typography

Select the primary font for your site
Add your own CSS to further customize the appearance