Navigate to 'Admin' and jump into 'Schemes'.
Watch each of the below videos to ensure your schemes are set up correctly:
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In the ‘General’ settings you can customise fundamental aspects of your scheme, such as organisation details and branding elements. This allows you to establish a cohesive and professional presence within SchemeServe.
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The 'Payments' settings enable users to configure various payment options and methods.. From setting up recurring payments to integrating with external payment gateways, these settings ensure convenience in financial transactions within the scheme.
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'Localisation' settings allow you to adjust currency preferences, postcode and country wording, and other localization parameters to enhance accessibility and user experience for users.
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In the 'Advanced' settings, you have access to a range of advanced features and functionalities to optimise scheme management. This includes fine-tuning user permissions and configuring automated workflows.
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The 'Accounting' settings allow you to give Digit access to this scheme if needed as well as setting up fields such as tolerance amounts.
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'Sharing' settings allow you to control access permissions and collaboration capabilities within this scheme. This includes setting up sharing permissions for documents or other areas if scheme sharing is enabled.
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Collectively, these settings on SchemeServe provide you with the flexibility, control, and customisation options necessary to effectively manage and grow your schemes.
