⚙️ Admin Panel Settings
This Module explains all the available setting options in HelloMe admin settings panel. It is designed to help admins, support teams,Operations, businesses etc. understand what each setting is for, and when to use it is quite important.
🛠️ System Settings
These settings are the building blocks of HelloMe platform. You’ll typically configure these during system setup or when expanding into new countries or services.
| Setting | Description | When to Use |
|---|---|---|
| Manage Countries | Add or remove countries that your services operate in. | Use this when expanding to a new country or disabling service in one. |
| Manage Currencies | Add or remove supported currencies. | Useful when a new country is added or currency rates need to be adjusted. |
| Manage Agent Categories | Categorize your agents (e.g., internal, external). | Use when you want to group agents for reporting or permissions. |
| Manage Payment Methods | Define how users can pay (e.g., card, bank transfer, mobile money). | Use when adding/removing a payment provider. |
| Manage Delivery Methods | Set how services are delivered (e.g., pickup, door-to-door). | Useful when offering new delivery channels. |
| Manage Fields | Add custom fields to forms or modules. | Use when you need to collect more info from users or modify existing fields. |
| Manage Push Notification Categories | Create categories to organize push notifications. | Use when you want to segment notifications by type (e.g., marketing, alert). |
| Manage Document Categories | Group documents (e.g., ID, utility bills). | Use when needing clearer document classification. |
| Manage Email Templates | Create/edit email templates used for notifications. | Use when customizing communication like OTPs, alerts, or status updates. |
| Manage Rate Categories | Define types of exchange or service rates. | Use when offering different rates (e.g., special vs. regular customers). |
| Manage Service Charge Categories | Organize types of fees charged for services. | Use when introducing or modifying charges. |
| Manage States | Add states/regions under a selected country. | Use when onboarding a new region or updating address data. |
| Manage Service Levels | Define service tiers (e.g., Basic, Premium, VIP). | Use when offering varying service experiences to different users. |
| Manage Remitter Categories | Categorize senders (e.g., individuals, corporate). | Useful for reporting or limiting services by remitter type. |
📋 Common Lists
These are shared lists used across forms, tickets, and customer details. They keep your system consistent and user-friendly.
| Setting | Description | When to Use |
|---|---|---|
| Manage Customer Types | Categorize customers (e.g., personal, business). | Use when onboarding new segments. |
| Manage Sending Purpose | Define reasons for sending money (e.g., family support, education). | Use when needing detailed compliance or analytics. |
| Manage Document Types | Add/edit document types users can upload. | Use when regulations change or new documents are accepted. |
| Manage Relationships | Define how customers are related (e.g., mother, friend). | Use when enhancing user info or adding KYC relationships. |
| Manage Source of Income | Capture how a customer earns (e.g., salary, business). | Important for KYC/AML compliance. |
| Manage Occupations | List recognized jobs/professions. | Use when enriching customer profile data. |
| Manage Ticket Types | Categorize support tickets (e.g., refund, login issue). | Use to improve helpdesk efficiency. |
| Manage Ticket Priorities | Set urgency levels (e.g., high, low). | Helps in SLA enforcement. |
| Manage Ticket Statuses | Define ticket life cycle (e.g., open, in progress, resolved). | Use to reflect support progress. |
📱 App Settings
These control how your app looks and behaves to end-users. You update them often as part of marketing or product updates.
| Setting | Description | When to Use |
|---|---|---|
| App Banners | Upload banners displayed on the app (e.g., promotions). | Use for seasonal campaigns or key messages. |
| App Sliders | Configure sliding banners or carousels. | Use for visual storytelling or guiding users to new features. |
| Manage Corridor Settings | Configure money transfer corridors (e.g., Nigeria → UK). | Use when enabling/removing corridors or updating corridor fees/settings. |
🧾 Summary
This admin panel is your control center. Here's what each section is best for:
- System Settings: Set up everything your system needs to function—currencies, countries, payment options, agents, and templates.
- Common Lists: These are like drop-down values used across the system. Keep them accurate for consistent user data and operations.
- App Settings: This is where the visual experience lives. Update banners and sliders to engage your users. Also manage corridor settings for financial transfers.
✅ Tips
- Always double-check changes—many of these affect what users see and experience.
- Only grant access to these settings to trusted admins or team leads.