Adjust the Branding and Basic Company Settings

Owned by TurnKey Lender
Last updated: May 07, 2024
1 min read

Once you’ve selected the edition, some more basic settings related to the company domain and brand style can be defined from the UI. In particular, you can:

  • Define Appearance Setting: A simple but significant step that allows you to select or customize the UI theme in compliance with your brand style.

  • Manage Basic Company Details: change the company name, address, website URL, email, logo, favicon, and other similar details

  • Change the URL: This is a basic setting, however it is not defined in the UI. It will require you to send the SSL certificate in *.pfx format to TurnKey Lender for further activation.

  • Manage Regional Settings: Check the country of operation, and define the currency symbol and default language.

    • For some of the editions, the list of territories of the Company Operation can be edited. For example, for the USA companies, you can Manage the List of States.

  • Manage Dictionaries and Terminology: There are two places from where you can manage the wording-related settings:

    • Dictionaries: Update the values for some of the System dropdowns. Only the dropdowns that do not affect system logic and behavior are available in the section.

    • Custom Terminology: Change the basic terms (e.g. Customer, Vendor, etc.) everywhere in the UI