Difference between revisions of "Spotchu"
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(Created page with "==Terms== ; Production Server : ; Staging Server : http://spotchu2.sitefpo.com/ ==Roles== See Roles for the built-in Contensive Roles. ==HowTo== ===Update the percent...") |
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==Terms== | ==Terms== | ||
| − | ; Production Server : | + | ; Production Server : https://app.spotchu.com/ |
| − | ; Staging Server : http:// | + | ; Staging Server : http://staging-spotchu.sitefpo.com/ |
==Roles== | ==Roles== | ||
| Line 9: | Line 9: | ||
===Update the percent charged for collateral insurance=== | ===Update the percent charged for collateral insurance=== | ||
| − | * Login and click ADMIN, MANAGE ADD-ONS, | + | * Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL and SPOTCHU SYSTEM SETTINGS. |
* In the field "Insurance value percent from Stated Value", type in the number for the percent you want to charge for collateral insurance. For example, if you want to charge 10% of the stated collateral value as insurance, you would type 10 in the box. Click OK to save changes. | * In the field "Insurance value percent from Stated Value", type in the number for the percent you want to charge for collateral insurance. For example, if you want to charge 10% of the stated collateral value as insurance, you would type 10 in the box. Click OK to save changes. | ||
| + | |||
| + | ===Update the categories for collateral insurance=== | ||
| + | |||
| + | *Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, System Collateral Categories. | ||
| + | *Click ADD to add a new category or click the paper/pencil icon next to a category to edit it. | ||
| + | *Put the category name in the Name field and click OK to save changes. | ||
| + | |||
| + | ===Setup the Admin emails for the accounting To Dos=== | ||
| + | |||
| + | *The following emails are sent to notify a Spotchu Admin when funding needs to occur: | ||
| + | **When a lender funds a loan, the email "Admin Action Required - Payment To Borrower" is sent. | ||
| + | **When a borrower pays to extend a loan, the email "Admin Action Required - Extension Payment To Lender" is sent. | ||
| + | **When a borrower fully pays back a loan, the email "Admin Action Required - Full Payment To Lender" is sent. | ||
| + | |||
| + | *To set up the email to go to the group of your choice: | ||
| + | **Login and click ADMIN, MANAGE EMAIL, SYSTEM EMAIL. | ||
| + | **Find the email you want to edit, click on the paper/pencil icon to open it and click on the SEND TO GROUPS tab. | ||
| + | **Select the group "Accounting Admins" and click OK to save changes. | ||
| + | **Make sure the users to receive the email are in the group "Accounting Admins". | ||
| + | |||
| + | ===Mark an Item as Verified and Secured=== | ||
| + | |||
| + | *Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, COLLATERAL. | ||
| + | *Find the item of interest and click the paper/pencil icon next to it. | ||
| + | *Click on the COLLATERAL tab. | ||
| + | *Click the check box next to VERIFIED AND SECURED. | ||
| + | *Click OK to save changes. | ||
| + | *The item will appear in the Marketplace with a SECURED box showing. | ||
==Reference== | ==Reference== | ||
Latest revision as of 15:20, 2 February 2017
Contents
[hide]Terms
- Production Server
- https://app.spotchu.com/
- Staging Server
- http://staging-spotchu.sitefpo.com/
Roles
See Roles for the built-in Contensive Roles.
HowTo
Update the percent charged for collateral insurance
- Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL and SPOTCHU SYSTEM SETTINGS.
- In the field "Insurance value percent from Stated Value", type in the number for the percent you want to charge for collateral insurance. For example, if you want to charge 10% of the stated collateral value as insurance, you would type 10 in the box. Click OK to save changes.
Update the categories for collateral insurance
- Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, System Collateral Categories.
- Click ADD to add a new category or click the paper/pencil icon next to a category to edit it.
- Put the category name in the Name field and click OK to save changes.
Setup the Admin emails for the accounting To Dos
- The following emails are sent to notify a Spotchu Admin when funding needs to occur:
- When a lender funds a loan, the email "Admin Action Required - Payment To Borrower" is sent.
- When a borrower pays to extend a loan, the email "Admin Action Required - Extension Payment To Lender" is sent.
- When a borrower fully pays back a loan, the email "Admin Action Required - Full Payment To Lender" is sent.
- To set up the email to go to the group of your choice:
- Login and click ADMIN, MANAGE EMAIL, SYSTEM EMAIL.
- Find the email you want to edit, click on the paper/pencil icon to open it and click on the SEND TO GROUPS tab.
- Select the group "Accounting Admins" and click OK to save changes.
- Make sure the users to receive the email are in the group "Accounting Admins".
Mark an Item as Verified and Secured
- Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, COLLATERAL.
- Find the item of interest and click the paper/pencil icon next to it.
- Click on the COLLATERAL tab.
- Click the check box next to VERIFIED AND SECURED.
- Click OK to save changes.
- The item will appear in the Marketplace with a SECURED box showing.
