Admins can see statistics of the full software in the dashboard. Also, quickly all pending requests. So, they can easily control site settings, user roles, themes, emails, plugins, and more.
Admin Panel
Admins can see all customers in the customers section. Also, they can easily manage all customers. They can edit, delete and send mail. Also, filter by email status, kyc status and user status as per admin needs.
Menu Overview:
- All Customers : See the list of all customers.
- Active Customers : See the list of active customers.
- Disabled Customers : See the list of disabled customers.
- Notifications : See the all notificationslist of admin.
- Send Email to All : Admins can send email to all customers.
Admins can set kyc for users. Kyc field will be show in the KYC Verification
page.
Note
This kyc only for User.
Menu Overview:
- Pending KYC : See the list of pending kyc.
- Rejected KYC : See the list of rejected kyc.
- All KYC Logs: See the list of all kyc logs.
-
KYC Forms : Admin can set user kyc and it will be show in
KYC Verificationpage.
Admins can set role and staff for managing the system.
Menu Overview:
- Manage Roles : View all roles and manage their access by setting specific permissions for each role.
- Manage Staff : Manage staff accounts, assign roles, and control their access based on permissions.
Schema represents the Investment Plans or Packages. In the Schedule menu, the admin can define new schedules based on hourly timings. In the Manage Schema menu, the admin can create new investment plans or edit existing ones. The Holiday menu allows the admin to set non-working days that affect the return schedule.
Menu Overview:
- Schedule : To create and manage daily schedule times. Admin can set different time intervals (in hour/daily/weekly) that the system will follow.
- Holiday : To define special non-working days. Admin can add dates when returns or processes should not run.
- Manage Schema : To create and configure investment schemas. Here admin set schema type, ROI settings, amount limits, return period, compounding, capital back, auto renewal, and other investment rules.
Schedule:
Holiday:
Manage Schema:
- Amount Settings : Choose between fixed investment amounts or a flexible range (min & max).
- ROI Configuration : Define ROI as a fixed value or a range — using percentage or fixed currency value.
- Return Period Control : Set how often profits are distributed (daily, weekly, monthly, etc.).
- Return Type : Choose between period-based returns or lifetime continuous returns.
- Profit Distribution Method : Select periodic payouts or lump-sum returns after plan maturity.
- Holiday / Off-Day Settings : Specify days when no profits are distributed (e.g., Fridays or weekends).
- Capital Back Options : Decide whether users receive their investment capital back after completion.
- Schema Cancellation Control : Allow or disallow plan cancellation within a set time window.
- Cancel Expiry : Define the number of minutes a user can cancel an investment after creating it.
- Auto Renewal : Enable automatic reinvestment after a plan completes, either using base amount or profits.
- Compounding Interest : Activate compound profit accumulation to maximize returns.
- Featured Badge : Highlight the plan as a promoted or priority scheme for users.
- Trending Tag : Mark schemas as trending to increase visibility and encourage investments.
- Status Control : Activate or deactivate any schema instantly to manage plan availability.
Crowd Schema is a crowd-funded investment plan where multiple investors contribute to reach a target collection. Investors earn returns based on the plan’s type, ROI, and duration. It allows the admin to create, edit, and manage crowd-funded investment plans.
Admins can set:
- Investment type & ROI : Fixed or range investments, with percentage or fixed returns.
- Max Collection Amount : Total maximum amount that can be invested in this schema. Once reached, no new investments will be accepted.
- Return date : When the profit will be distributed to all investors in this crowd schema.
- End date : The final date for accepting investments. After this date, no new investments will be allowed.
- Other settings : Icon, badge, status, and featured plans.
Admins can see all transactions from the Transactions menu. Also, filter by
Transaction Type, Transaction Status and
find any transaction using Search by transaction id.
Admin can monitor all investments of users from this menu
Admin can monitor all crowd investments of users from this menu
Admin can explore all user's profits from this menu.
Admins can see all payment gateways from the Automatic Gateways menu.
Also, find any desired payment gateway using Search by payment gateway name.
Note
Admin can set the credentials of the payment gateway from the
Automatic Gateways menu.
After that, you need setup the Deposit Methods and
Withdraw Methods individually.
Admin will set the deposit or withdraw method in different currency but the payment
gateway will be same.
Admin can setup Automatic Methods and Manual Methods from this
menu. Also see the list of pending manual deposits and deposit history.
Menu Overview:
- Automatic Methods : Admin can see list of Automatic Methods and also add new, edit from this menu.
- Manual Methods : Admin can view, add, and edit all manual deposit methods from this menu. For these methods, deposits must be manually approved or rejected by the admin.
- Manual Pending Deposit : Admin can review all the pending deposit from this menu.
- Deposit History : Admin can see all the deposit history from this menu. Also, find deposit history search by the transaction ID.
Admin can setup Automatic Methods and Manual Methods from this
menu. Also see the list of pending manual withdraw and withdraw history.
Menu Overview:
- Automatic Methods : Admin can see list of Automatic Methods and also add new, edit from this menu.
- Manual Methods : Admin can view, add, and edit all manual withdraw methods from this menu. For these methods, withdraw must be manually approved or rejected by the admin.
- Pending Withdraws : Admin can review all the pending withdraw from this menu.
- Withdraw History : Admin can see all the withdraw history from this menu. Also, find withdraw history search by the transaction ID.
Admin can set up multiple referral levels from this menu, each with a specific bounty percentage for every level.
Bounty Overview:
- Deposit Bounty – Reward when a referred user makes a deposit.
- Investment Bounty – Reward when a referred user invests to schema or crowd schema plan.
- Profit Bounty – Reward when a referred user gets profit.
How It Works:
- User A refers User B using their referral link.
- Now, whenever User B performs certain actions (like deposit, investment, profit, etc.), User A earns a reward — this reward is called a bounty.
Admin Can set the Rankings Levels with the Badge system. Once the user reaches the amount to earn using the profit wallet the user will unlock the Badge and get a bonus. The bonus amount will be set by the admin.
This is Rewards Point Earning List. Everything is managed by admin.
Note
Admin can set the amount of points that users of each rank will get if they spend that amount. Then the user is in the portfolio. That rank rewards points will added in the user account.
This is Rewards Point Redeem List. Everything is managed by admin.
Note
Admin can set from here. How many points users can convert into how much money in every rank.
Admin can change all the settings from this menu.
Settings Overview:
- Site Settings : To set Global, Permission, Site Fee, Limit and Bonus, Site Maintenance, and GDPR settings.
- Email Settings : To setup email or SMTP for sending and receiving email notification.
- SEO Meta : To change seo meta data.
- SMS Settings: To setup sms for sending and receiving sms notification.
- Push Notification: To setup pusher for sending and receiving push notification.
- Notification Tune: To active favourite notification tune for push notification from this menu.
Site Settings:
Email Settings:
SEO Meta:
SMS Settings:
Push Notification:
Notification Tune:
Admins can view the list of available languages, and also add, edit, delete, or update
translation values.
If any text is missing on the Edit Value page, the admin should click the
SYNC MISSING TRANSLATION KEYS button to sync and retrieve the missing keys.
Admins can manage the visibility and requirement status (optional or required) of basic fields for users, agents, and merchants from this section.
Admin can manage the theme from this menu.
Menu Overview:
- Site Theme : Admin can change theme from this menu.
- Dynamic Landing Theme : Admin can static landing theme from this menu.
Admin can manage all the site navigations from this menu.
Menu Overview:
- All Menu Items : Admin can manage all the menu items from this menu.
- Header Navigations : Admin can manage all the header navigations from this menu.
- Footer Navigations : Admin can manage all the footer navigations from this menu.
Admin can manage all the notifications templates from this menu.
Menu Overview:
- Email Template : Admin can format email template for sending to the user for their activities.
- SMS Template : Admin can format sms template for sending to the user for their activities.
- Push Notification Template : Admin can format push notification template for sending to the user for their activities.
Email Template:
SMS Template:
Push Notification Template:
Admin can manage all the subscribers from this menu. Also, send email to all subscribers.
Admin can Clear Caches to click this menu.
