Settings

Contents

The institution from the inside: account details, operators and their permissions, income and expense catalogs, and payment providers.

The institution and its catalogs

The Configuración landing gathers everything: account, users, groups, income and expense catalogs, system, providers and emails.

The top bar's gear opens Configuración: eight cards, each its own area.

Cuenta keeps the institution's details and logo; Sistema, Ingresos and Egresos manage the catalogs feeding the forms.

The platform charges the institution's subscription to a card captured through a secure link sent to the billing email.

That link is single-use and expiring; if it lapses, a new one is requested.

The Configuración areas the owner visits now and then: account details, the catalogs feeding the forms, client groups and payment providers.

Configuración → Cuenta keeps the institution's name, contact, billing email, timezone and logo.

The logo appears on receipts and statements.

Sellers, collectors, tags, boxes, payment methods and currencies live in Configuración → Sistema.

Each catalog is created, renamed and deactivated here; what is deactivated stops being offered without erasing history.

Concepts, sources and occasions — what classifies each charge — are managed in Configuración → Ingresos.

Expense concepts and categories live in Configuración → Egresos, with the same mechanics as income's.

Groups gather clients — a cohort, a campaign — and feed filters and per-operator visibility.

Open a group to add or remove members with the picker.

The group's page lists its members and adds more from the client picker.

Configuración → Pasarelas connects Stripe or Mercado Pago with the institution's keys; unconnected, the portal offers no card payment.

The screen shows each provider's state and can test the connection.

Configuración → Correos sets the sender and which notices send themselves; each template edits with a live preview.

Each email type — new charge, payment received, statement — has its template with autocompleted variables and a test send.

Each operator has a per-module permission grid. The owner can create operators, reset passwords and adjust the grid.

Configuración → Usuarios lists each operator with their state; new accounts are created here with a temporary password.

Configuración → Usuarios lists the operators; open one to see their per-module permission grid.

Check or uncheck permissions and save: the operator sees the change on their next screen, without signing in again.

Note: The owner always keeps system and user settings; you cannot lock yourself out.

Ready to run your collections like this?

Create your institution's account and start with your own data.