SETTINGS

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TO VIEW PROFILE OR FOR CHANGE OF PASSWORD AS AN ADMINISTRATOR

STEP1: Click on Settings on the list on the left, then click on “PASSWORD” and to change password, click on “CHANGE PASSWORD”, input details and save changes.

TO CREATE ADMIN PROFILE OR TELLER PROFILE(STAFF ACCOUNT)

STEP1: Click on Settings on the list on the left, then click on “STAFF”

STEP2:Click on “create”,iput details and create staff

TO DELETE/EDIT PROFILE OR SET FEATURES OF AN ADMIN PROFILE

STEP1: Click on Settings on the list on the left, then click on “STAFF”

STEP2:Click on “Admin” and choose the one to delete

STEP3: To modify the account or make changes, click on modify and input details

STEP 4: If an administrator is finding it difficult to credit or customers, or to enable other features for tellers, click on settings

TO DELETE/EDIT PROFILE OR SET FEATURES OF A TELLER’S PROFILE

STEP1: Click on Settings on the list on the left, then click on “STAFF”

STEP2:Click on “Tellers” and choose the account to be deleted

STEP3: To modify the account or make changes, click on modify and input details

STEP 4: To view customers assigned to a teller, click on

STEP 4: If a teller is finding it difficult to credit or customers, or to enable other features for tellers, click on settings

TO ADD OR DELETE A BRANCH

STEP1: Click on Settings on the list on the left, then click on “BRANCHES”

STEP2:Fill in the details of new branch to be created and Add branch

STEP: To delete, pick the branch to delete and click on the delete button

TO CHECK YOUR INSTITUTION SUBSCRIPTION UNITS

STEP1: Click on Settings on the list on the left, then click on “PROFILE”

FOR SUBSCRIPTION, PRICING AND ACTIVATION

STEP1: Click on Settings on the list on the left, then click on “PROFILE”

TO MANAGE INSTITUTION SOFTWARE SETTINGS

STEP1: Click on Settings on the list on the left, then click on “SOFTWARE SETTINGS”

TO ACTIVATE ONLINE BANKING

STEP1: Click on Settings on the list on the left, then click on “ONLINE BANKING”

STEP2: Input your paystack livekey and activate

TO ACTIVATE/DEACTIVATE/CONFIGURE YOUR OWN SMS

STEP1: Click on Settings on the list on the left, then click on “SMS”

STEP2: Click on activate and sms will be activated

STEP3: Click on deactivate and sms will be deactivated

STEP4: For configuration, click on “Configure sms”, enter your token key and configure

TO ACTIVATE/DEACTIVATE EMAIL TO CUSTOMERS

STEP1: Click on Settings on the list on the left, then click on “EMAIL”

STEP2: Click on activate and Email will be activated instantly

STEP3: Click on deactivate and Email will be deactivated