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Manage General on Admin Area

 

The General page centralizes platform-wide defaults and housekeeping rules. It’s organized into four tabs:

  1. Time Based – how long to keep logs and histories

  2. Finance – billing and balance limits

  3. Client – customer-facing timeouts

  4. Social – your company’s social/profile links

All tabs share a Save button (top-right). Changes apply system-wide.

1) Time Based (log retention)

Use this tab to control how long different histories are kept before cleanup jobs remove them.

  • Admin Session Log History – days to keep admin login/session logs.

  • Client Session Log History – days to keep client session logs.

  • Activity Log History – days to keep system activity logs (actions, events).

  • Module Log History – days to keep module-specific logs.

  • Notification History – days to keep notification entries.

  • Completed Task Queue History – days to keep completed queue items.

  • Task Queue History – days to keep all queue task records.

  • User Verification Code Lifetime – minutes a verification code remains valid.

Tips

  • Shorter values reduce storage usage and improve log queries.

  • Keep compliance needs in mind (audit requirements) before trimming aggressively.

General › Time Based tab with retention fields.

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2) Finance (billing defaults & limits)

Define monetary guardrails and invoice behavior.

  • Default Invoice Due Days – number of days after issue date when invoices are due.

  • Minimum Add Funds Amount – smallest wallet/top-up amount allowed.

  • Maximum Add Funds Amount – largest single top-up amount allowed.

  • Maximum Client Balance – hard ceiling for a client’s total wallet balance.

Best practices

  • Align Default Invoice Due Days with your dunning/collections process.

  • Set realistic Min/Max Add Funds to reduce micro-payments and risk.

  • Use Max Client Balance to avoid accounting or AML headaches.

General › Finance tab with invoice and balance limits.

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3) Client (customer timeouts)

A small but important setting for customer security & UX.

  • Reset Password URL Expire (minutes) – how long a password-reset link remains valid after it’s issued.

Guidance

  • 30–120 minutes is common; lower values are more secure, higher values are more forgiving.

General › Client tab with reset link expiry.

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4) Social (brand & contact presence)

Store the official social/profile identifiers used across notifications and the client portal. Fields include:

  • Facebook, YouTube, LinkedIn, WhatsApp, Telegram, Twitter (X), Viber, Discord, Reddit, Vimeo, GitHub, Flickr, Skype, Bitbucket, Gitter, Slack.

Usage

  • Enter full URLs where applicable; for chat apps, follow the placeholder notes (e.g., WhatsApp in full international format, Discord invite URL path).

  • These can be pulled into notification templates or shown in the client area footer/headers, depending on your theme.

General › Social tab with profile/link fields.

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Workflow summary

  1. Go to Dashboard → Settings → General.

  2. Work through each tab (Time Based → Finance → Client → Social).

  3. Click Save (top-right).

  4. If you reduced retention periods, confirm your Scheduler/Cleanup tasks are enabled (so old data is actually purged).

  5. Review notification templates/layouts if you plan to surface your social links there.

Quick defaults (safe starting points)

  • Admin/Activity/Module logs: 7–30 days

  • Client/Task queues: 7–14 days

  • Verification code lifetime: 10–30 minutes

  • Invoice due days: 7–14 days

  • Min/Max add funds: set to your business model (e.g., 10 / 10,000)

  • Max client balance: large enough for typical prepayments, but not unlimited

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