1. Tour the landing
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.
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.
2. Your iTorem subscription
Configuración → Suscripción — the account owner only — shows your plan, the payment method, the date and amount of the next charge, and lets you change plan or method.
The trial lasts 14 days with no card. Before it ends you choose how to pay: SPEI transfer, OXXO slip or card; the first charge comes when the trial ends. If it goes unpaid, access pauses, your data is kept, and it reactivates as soon as the payment arrives.
Every renewal is announced by email at least five calendar days before the charge, with the date, the amount and the method. If you would rather not continue, request the cancellation from Soporte before that date: there is no minimum term and no later charges, and the service runs to the end of the paid period.
3. The subscription card
Capture the subscription card from the link that arrives at the billing email.
If it no longer opens, request a new one.
Account, catalogs and providers
Configuración holds the account details, the catalogs, the groups and the payment providers.
1. The account details
Configuración → Cuenta keeps the institution's name, contact, billing email, timezone and logo.
The logo appears on receipts and statements.
2. The system catalogs
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.
3. Income catalogs
Concepts, sources and occasions — what classifies each charge — are managed in Configuración → Ingresos.
4. Expense catalogs
Expense concepts and categories live in Configuración → Egresos, with the same mechanics as income's.
5. Client groups
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.
6. A group's members
The group's page lists its members and adds more from the client picker.
7. Payment providers
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.
8. The automatic emails
Configuración → Correos sets the sender and which notices send themselves; each template edits with a live preview.
9. Edit a template
Each email type — new charge, payment received, statement — has its template with autocompleted variables and a test send.
Operators and permissions
Each operator has a per-module permission grid. The owner can create operators, reset passwords and adjust the grid.
1. The operators list
Configuración → Usuarios lists each operator with their state; new accounts are created here with a temporary password.
2. Adjust permissions per operator
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.
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