Overview

The General Settings section provides a centralized hub for customizing the app’s functionality, user experience, and security. Admins can access this section to tailor modules, adjust login parameters, set member permissions, enable document sharing, configure reviews, and enhance security with MFA. To access General Settings, navigate to General  in the Admin Dashboard. From here, you can modify:

  1. Module names and visibility.
  2. Login-related configurations like disclaimers and passcodes.
  3. Member-specific permissions and profile update settings.
  4. Document sharing capabilities.
  5. Review settings for specific modules.
  6. Multi-Factor Authentication (MFA) for added security.

 

Sections in this Article

  1. Modules and Labels
  2. Log-in Settings
  3. Members Settings
  4. Documents Settings
  5. Hotel Review Settings
  6. MFA Settings

 

1.  Modules and Labels

Admins can rename modules for both English and secondary languages, reorder their appearance in the app’s main menu, and manage their visibility. From this section, admins can enable or disable specific modules to control which are visible in the app.

The Reference name is what you use when needing support since labels may vary between clients.

Steps:

  1. Navigate to General > Modules and Labels.
  2. To rename a module:
    • Click on the Modify Labels option from the action menu.
    • Update the labels for English or secondary languages.

To enable or disable a module:

  • Click on the Action menu for the module.
  • Select Disable module or Enable module as needed.
  • "Show in Mobile App" columns indicates if a module is active and visible or not by the label "Enabled" or "Disabled"
  1. Drag and drop modules to reorder them.
  2. Click Save Sequence to apply changes.

Note: Module name changes take effect upon the next app launch.

 

2.  Log-in Settings

Disclaimer

Admins can add or modify a privacy policy or terms of use for app users.

  1. Go to General > Log-in Settings > Disclaimer.
  2. Enter the disclaimer text using the Rich Text Editor.
  3. Check Acceptance Required to set it mandatory for app users to accept in order to gain access to app.
  4. Click Submit to save changes.

Passcode

Enable a passcode for additional security when accessing the app. App users will be presented with the request to enter passcode IF they have disabled passcode or bio login feature for their device. 

Steps:

  1. Go to General > Log-in Settings > Passcode.
  2. Check Enable Passcode Access.
  3. Click Submit to save.

 

3.  Members Settings

Overview

Customize member permissions, visibility, and profile update settings.

Steps:

  1. Navigate to General > Members Settings.
  2. Enable or disable the relevant options.

 

Details of each options and When to Use:

  1. Allow users to hide/show their contact details in the Members module:

    • This setting allows members to control the visibility of their contact information within the Members module. Use this to respect member privacy preferences.

  2. Allow users to report misinformation in the Destination module:

    • Enables members to flag incorrect or misleading information in the Destination module. Use this to maintain accurate and trustworthy content.

  3. Show contact details by default when a new member is created:

    • Automatically makes a new member’s contact details visible unless manually changed. Use this to streamline onboarding processes.

  4. Show inactive users in the Members module:

    • Displays members marked as inactive based on their show/hide settings in the user detail view. Use this to maintain visibility of all members, including inactive ones, for administrative purposes.

  5. Moving a member to an active group will set the member active if not already so:

    • Automatically changes a member’s status to active when they are assigned to an active group. Use this to simplify member management and ensure accurate status updates.

  6. Allow users to update their details in the App Profile page:

    • Grants members the ability to edit specific profile fields, such as their image, name, or job details. Use this to empower members to keep their information up to date.

 

4.  Documents Settings

Overview

Enable or disable the possibility for users to share documents through device sharing feature. (Airdrop, open in different pdf viewer etc.)

Steps:

  1. Go to General > Documents Settings.
  2. Check Allow sharing of Documents via device sharing feature.
  3. Click Save to apply.

 

5.  Hotel Review Settings

Overview

The Review feature in the Destination module enables members to submit reviews specifically for hotels within a Destination. These reviews are collected and displayed for each respective Destination within the module. To allow members to provide feedback in the app, this feature must be enabled.

Configure review settings for hotels, including check-in/out requirements and review tags.

Steps:

  1. Navigate to General > Hotel Review Settings.
  2. Enable the following options as needed:
    • Enable review and rating - Feature will be shown in app in Hotel tab of Destination
    • Check-in/Check-out dates required.
    • Allow review - Allows a more detailed info to be submitted in addition to the star review.
    • Review edit delay days - How many days must pas before the same user can submit a review for the same hotel.
    • Review Tags - Create tags on issues that allows users to select with ease for quick feedback.
  3. Click Save to finalize settings.

 

6.  MFA Settings

Overview

Enhance security by enabling Multi-Factor Authentication (MFA) for dashboard access. Enabling will require entering of One Time Password (OTP) at the interval stated. The OTP is sent to the admin/moderator email. 

Steps:

  1. Navigate to General > MFA Settings.
  2. Check Enable MFA.
  3. Set the frequency for MFA prompts (e.g., every 30 days).
  4. Click Submit to apply.

Recommendation: Enabling MFA is highly recommended to secure sensitive data and prevent unauthorized access.