What are General Settings?

General settings

The General section includes the basic information and default values for your portal. Here you can update:

Name of your portal, which usually matches your brand name
Currency that appears in pricing throughout the portal
Address format that aligns with your regional standards
Length unit used in your templates and product settings

Note: Keep your portal name and currency accurate so users always see correct branding and pricing.

Password settings

The Passwords section allows you to strengthen user security by defining password requirements.

You can set rules for:

Minimum user password length
Minimum admin password length
Minimum number of capital letters
Minimum number of digits

⚠️ Important: Stronger password rules protect your portal from unauthorized access. Always notify users if you update security requirements.

Email settings

In the Emails section you can define the sender details used for system generated communication. This ensures that messages from your portal look professional and align with your brand.

You can configure:

Send from

The name and email address used for all system notifications.

Reply to

The name and email address where replies to system messages should be delivered.

Sales from

The name and email address used specifically for sales related communication.

Caution: Make sure all email addresses are valid so users receive important updates without interruption.

Why use General Settings

Managing these settings helps you control the look, feel and security of your portal. When your Platform settings are configured correctly, users enjoy a seamless experience that matches your brand identity.

Tips for managing Platform settings

Keep sender names consistent with your brand identity
Review password rules regularly to match security standards
Check your reply addresses to ensure messages reach the right team
Use the correct regional address format for accurate communication