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  • Manage Client Groups In the Client Groups' section, you can create, view and manage the client groups.
  • Manage Partner Slabs - In the partner slabs section, you can create, view and manage the partner types and their discount/commission slab.
  • /wiki/spaces/RK/pages/24150285  - In the Advisory Commission Settings section, you can manage complete settings related to the Advisory commission.
  • /wiki/spaces/RK/pages/24150287 - In the Affiliate Commission Settings section, you can manage the complete settings related to the Affiliate commission.
  • Manage Security QuestionsIn the Security Settings section, you can manage complete settings related to security questions that is an important layer in the user authentication process.
  • Client Custom Field - In the client custom field section, you can add or edit any custom field which will be displayed in the client's profile. 
  • Company’s Brand Settings In the company’s brand settings section, you can configure and edit your company’s brand settings and these settings will be used as default throughout the system.Client Custom Field - In the client custom field section, you can add or edit any custom field which will be displayed in the client's profile. 

Overview

Home >> Settings >> Accounts

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