With the 'Administration' panel, you can create funds, configure your fund, and explore additional options. In this article, I will provide a quick overview of the different choices available to you.
Users who can create and adjust fund settings
- Administrator
- Moderator
Creating Funds
- To create a fund, go to the ‘Settings’ or ‘Administration’ panel, choose ‘Funds,’ and click the plus button.
- Enter the fund name, choose the currency, and when you're ready, click ‘Configure Fund.’
Fund Configuration
After creating your fund, you can make further adjustments – re-order fields on the company page via the ‘Company Page’ tab or modify the format using the ‘Options’ tab.
If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.