# How to Manage Settings

As a Superadmin, manage system settings by choosing language, currency, time zone, and more. These settings help customize the platform, improve user experience, and ensure smooth, efficient operations tailored to your business needs.

 

 

How to Manage System Settings

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select System Settings from the left to open the entry form.

  • Fill in the required details:

    • Website Name: Enter the desired website name in the website name field.

    • Website Title: Enter the desired website title in the website title field.

    • Website Keyword: Enter relevant keywords in the website keyword field.

    • Website Description: Type the desired description in the website description field.

    • Update Your Application: Click Choose File to upload the desired file, then click the Update button.

    • Upload button: Click the Upload button to upload the application.

    • Update Your Application Logo: Update your Application Logo by clicking the Drag & Drop or Browse button.

    • Update Your Application Favicon: Update your Application Favicon by clicking the Drag & Drop or Browse button.

    • Update button: Click the Update button to update the favicon.

    • Author: Enter the author's name in the author field.

    • Slogan: Type the desired slogan in the respective field.

    • System Email: Enter the email in the email section.

    • Address: Enter the business address in the address field.

    • Phone: Provide the appropriate Phone number in the respective field.

    • System Language: Choose the language from the dropdown menu.

    • List View Type: Select the list view type from the dropdown menu.

    • Footer Text: Enter the Footer text in the relevant field.

    • Footer Link: Provide a footer link for the respective field.

  • Once all the fields are completed, click Save Changes to apply and save the changes.

 

 

 

How to Manage Payment Settings

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select Payment System from the left menu, and open the entry form.

  • Fill out the required fields:

    • Select Currency: Select the Currency from the dropdown menu.

    • Currency Position: Select the Currency Position from the dropdown menu.

  • Once all fields are completed, click the Update button to save the changes.

 

 

 

How to Manage PayPal Settings

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select Payment System from the left menu, and a window will appear.

  • Click the PayPal button an entry form will appear.

  • Fill out the required fields:

    • Active: Select from the dropdown menu.

    • Want to keep test mode enabled?: Select from the dropdown menu.

    • Select Currency: Choose from the dropdown menu.

    • Sandbox Client ID: Put Client ID in the respective field.

    • Sandbox Secret Key: Enter the Secret Key in the desired field.

    • Production Client ID: Type the production client ID in the relevant field.

    • Production Secret Key: Put the Production Secret Key in the respective field.

  • Once all fields are completed, click the Update PayPal Settings button to save the changes.

 

 

 

How to Manage Stripe Settings

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select Payment System from the left menu, and a window will appear.

  • Click the Stripe button an entry form will appear.

  • Fill out the required fields:

    • Active: Select from the dropdown menu.

    • Want to keep test mode enabled?: Select from the dropdown menu.

    • Select Currency: Choose from the dropdown menu.

    • Public Key: Put the Public Key in the respective field.

    • Secret Key: Enter the Secret Key in the desired field.

    • Public Live Key: Enter the Public Live key in the desired field.

    • Secret Live Key: Enter the Secret Live Key in the respective field.

  • Once all fields are completed, click the Update Stripe Settings button to save the changes.

 

 

 

How to Manage Razorpay Settings

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select Payment System from the left menu, and a window will appear.

  • Click the Razorpay button an entry form will appear.

  • Fill out the required fields:

    • Active: Select from the dropdown menu.

    • Want to keep test mode enabled?: Select from the dropdown menu.

    • Select Currency: Choose from the dropdown menu.

    • Public Key: Put the Public Key in the respective field.

    • Secret Key: Enter the Secret Key in the desired field.

  • Once all fields are completed, click the Update Razorpay Settings button to save the changes.

 

 

 

How to Manage Flutterwave Settings

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select Payment System from the left menu, and a window will appear.

  • Click the Flutterwave button, entry form will appear.

  • Fill out the required fields:

    • Active: Select from the dropdown menu.

    • Want to keep test mode enabled?: Select from the dropdown menu.

    • Select Currency: Choose from the dropdown menu.

    • Public Key: Put the Public Key in the respective field.

    • Secret Key: Enter the Secret Key in the desired field.

  • Once all fields are completed, click the Update Flutterwave Settings button to save the changes.

 

 

 

How to Manage Paytm Settings

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select Payment System from the left menu, and a window will appear.

  • Click the Paytm button an entry form will appear.

  • Fill out the required fields:

    • Active: Select from the dropdown menu.

    • Want to keep test mode enabled?: Select from the dropdown menu.

    • Select Currency: Choose from the dropdown menu.

    • Public Key: Put the Public Key in the respective field.

    • Secret Key: Enter the Secret Key in the desired field.

  • Once all fields are completed, click the Update Paytm Settings button to save the changes.

 

 

 

How to Manage Paystack Settings

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select Payment System from the left menu, and a window will appear.

  • Click the Paystack button an entry form will appear.

  • Fill out the required fields:

    • Active: Select from the dropdown menu.

    • Want to keep test mode enabled?: Select from the dropdown menu.

    • Select Currency: Choose from the dropdown menu.

    • Secret Test Key: Enter the Public Live key in the desired field.

    • Public Test Key: Put the Public Key in the respective field.

    • Secret Live Key: Enter the Secret Live Key in the respective field.

    • Public Live Key: Type the Public Live key in the desired field.

  • Once all fields are completed, click the Update Paystack Settings button to save the changes.

 

 

 

How to Manage SMTP Settings

 

As a Superadmin, go to the SMTP settings section to configure outgoing email. You can set the mail server, port, encryption type, and sender details to ensure all system emails, like user registration, password reset, and notifications, are sent successfully. Proper SMTP setup ensures reliable communication and smooth operation of your platform.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Select System Settings from the left to open the entry form.

  • Choose SMTP Settings from the left menu, and a new entry form will appear.

  • Fill out the required fields:

    • Protocol: Put the desired protocol in the respective field.

    • SMTP Crypto: Enter the relevant crypto in the desired field.

    • SMTP Host: Provide the SMTP Host email to the relevant field.

    • SMTP Port: Input the SMTP port address in the relevant field.

    • SMTP from Mail: Enter the SMTP from in the desired field.

    • SMTP User Name: Type the SMTP user name in the respective field.

    • SMTP Password: Enter the SMTP password in the mentioned field.

  • Once all fields are completed, click the Save button to save the changes.

 

 

 

How to Manage Email Templates

 

As a Superadmin, manage Email Templates to send consistent, professional messages. Customize templates for alerts, promotions, or updates to improve client communication and save time across your CRM.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Choose the Email Template from the left menu, and a new window will appear.

  • If you click the Edit Template button, an entry menu will appear.

  • Fill out the required fields:

    • Template Title: Type the Template Title in the relevant field.

    • Template Sub-Title: Enter the Sub-Title in the desired field.

    • User Message Subject: Type the information related to User Message.

    • User Message Template: Put the information as desired information in the respective field.

  • Once all fields are completed, click the Update button to save the changes.

 

 

 

How to Manage Language

 

As a Superadmin, manage Language Settings to localize your CRM SaaS for global teams. Add, edit, or translate languages easily, ensuring smooth communication, better user experience, and consistent interaction across different regions and audiences.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Choose the Manage Language from the left menu, and a new window will appear.

  • If you click the Language List Tab, an entry form will appear.

  • Fill out the required fields:

    • Click the Radio Button to select the language direction (LTR or RTL).

    • Click Edit Phrase in the options to open a new form for entries.

    • If you click the Import all Phrases from English button, it will be completed.

    • Click Back to return to the previous page.

    • After completing the entries, click Update to save the changes.

  • If you click the Delete button, a confirmation dialog will appear.

  • If you click Confirm, the language will be permanently deleted.

 

 

 

 

 

How to Add Language

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Choose the Manage Language from the left menu, and a new window will appear.

  • If you click the Add Language Tab, an entry form will appear.

  • Fill out the required fields:

    • Add New Language: Type your chosen Language name in the Add New Language field.

  • Once all fields are completed, click the Save button to save the changes.

 

 

 

How to Import Language

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Choose the Manage Language from the left menu, and a new window will appear.

  • If you click the Import Language Tab, an entry form will appear.

  • Fill out the required fields:

    • Import Language from here: Import your chosen language by clicking the Drag & Drop or Browse button.

  • Once all fields are completed, click the Import button to save the changes.

 

 

 

How to Manage Zoom Settings

 

As a Superadmin, use Zoom Settings to connect your Zoom account with the CRM. This allows users to schedule, manage, and join meetings directly from the platform, improving teamwork, client communication, and efficiency.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Choose the Zoom Settongs from the left menu, and an entry form will appear.

  • Fill out the required fields:

    • Zoom Client ID: Type the desired ID in the field.

    • Zoom Client Secret: Enter the desired information in the field.

    • Zoom Account ID: Type the respective information in the field.

    • Zoom Account Email: Put the correct email in the field.

  • Once all fields are completed, click the Update button to save the changes.

 

 

 

How to Manage Add-ons

 

As a Superadmin, manage Add-ons to expand your CRM’s features. Install and activate tools that improve automation, reporting, and workflow. These powerful upgrades integrate easily, helping your business work smarter, faster, and more efficiently.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Choose the Add-ons from the left menu, and a window will appear.

  • Click the Add New button, an entry form will be and an entry form will appear.

  • Fill in the following details:

    • Purchase Code: Enter the Purchase Code in the Purchase Code field.

    • Zip File: Upload the desired Zip file by clicking the Drag & Drop or Browser button.

  • Once all fields are completed, click the Submit button to apply the updates.

 

 

 

How to Manage About

 

As a Superadmin, check the About section to view key technical info like software version, Laravel and PHP details, and license status. It helps ensure system compatibility, smooth updates, and better platform management.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Settings from the left menu.

  • Choose About from the left menu, and a window will appear.

  • If you click the Renew Support button, a purchase link will appear to renew.

 

 

 

How to Manage Profile

 

As a Superadmin, use the Manage Profile section to update your information, set preferences, and ensure accurate data. Keeping profiles up to date supports smooth communication, better decision-making, and a more personalized CRM experience.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to Manage Profile from the left menu a window will appear.

  • Fill in the required details:

    • Name: Enter the desired name in the name field.

    • Email: Input the email address in the email field.

    • Facebook Link: Provide the Facebook link.

    • Twitter Link: Provide the Twitter link in the respective field.

    • LinkedIn Link: Enter the LinkedIn link in the relevant field.

    • A Short Title about yourself: Enter a short description of yourself in the relevant field..

    • Skills: Provide information about your skills in the respective field.

    • Biography: Enter the biography-related information in the biography field.

    • Photo: Click the Drag & Drop or Browse button to upload the photograph.

  • Once all fields are completed, click the Update Profile button to apply the updates.

    • Current Password: Type the current password in the respective field.

    • New Password: Enter the new password in the new password field.

    • Confirm Password: Type the confirmation password in the desired field.

  • Once all fields are completed, click the Update Password to save the provided information.

 

 

 

How to Overview the Admin Dashboard

 

Supradmin can overview the Admin Dashboard, which helps you monitor daily operations with real-time updates. Superadmin can view sales trends, team activity, and key metrics at a glance for Admin. It simplifies task management, improves decision-making, and keeps your team focused on business goals.

 

  • Log in to the Superadmin and access the Dashboard from the Login Panel.

  • Navigate to the Switch to the Admin Workplace button from the left menu a window will appear.

 

 

 

 

 

 

 

 

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