Difference between revisions of "Spotchu"
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**Login and click ADMIN, MANAGE EMAIL, SYSTEM EMAIL. | **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. | **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 | + | **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=== | ===Mark an Item as Verified and Secured=== | ||
| − | *Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, | + | *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. | *Find the item of interest and click the paper/pencil icon next to it. | ||
*Click on the COLLATERAL tab. | *Click on the COLLATERAL tab. | ||
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.
