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.

Maximum loan amount as a multiple of total contributions

Membership Tiers

Define different membership types with varying benefits and requirements.

Loan Settings

Configure loan products and credit policies.

Standard Loan Product

Loan Policies

Minimum savings balance required before member can apply for a loan

Savings / Contribution Products

Manage saving types and contribution plans.

Regular Savings

Emergency Fund

Fixed Deposit

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 and file storage.

Document Management

Settings for system documents and guides.

Versioning & History

Document versioning and history settings.

File Cleanup

Auto cleanup policies for old documents.

Documents older than this period will be archived
Archived documents older than this period will be deleted

Roles & Permissions

Granular control over admin-level accounts and permissions.

Role Definitions

Define roles with specific permissions.

Permission Matrix

Define permissions for each role.

Account Management

Manage admin accounts and access.

System & Maintenance

Backup, maintenance, and logging settings.

Backup Settings

Automated backup configuration.

Maintenance Mode

Take the system offline for maintenance.

System Logs

Logging and audit trail settings.

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

Upload your organization's logo and favicon.

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

Color Scheme

Customize the color palette of your site.

Typography

Font and text settings.