Before using WISPGate to its full potential, it’s essential to complete the Initial Configuration. This setup ensures that the platform reflects your organization’s identity, financial structure, and operational preferences. From branding to tax policies and communication channels, this foundational setup aligns the system with your organization’s unique requirements.
The Initial Configuration includes the following key components:
- Company Name and Logo
- Currency Settings
- Taxation
- Terms and Conditions
- Organizational Chat (Optional)
These settings are found under System Settings and must be tailored to your organization’s context before deploying the platform to staff or customers.
⚙️ WISPGate System Settings
The System Settings section of WISPGate allows organizations to tailor core platform behaviors and branding to match their operational and regulatory needs. These configurations ensure that both internal users and customers interact with a system that aligns with the company’s identity, financial standards, and compliance requirements.
1. 🏢 Company Name & Logo
Easily upload your company name and logo to personalize the platform. This branding will reflect across the admin panel, customer portal, invoices, and other communication touchpoints, reinforcing a professional and consistent identity.
Add necessary info
2. 💱 Currency Settings
Define your default currency to match your business region. All billing, invoicing, and financial reporting will be calculated and displayed using this selected currency, ensuring financial accuracy and clarity.
While in setting, hover over to the
- Finance section,
- Click the Currencies
- Select the appropriate currency
- Click “Add Currencies“
Select your choice
Examples:
- USD – U.S. Dollar
- LRD – Liberian Dollar
- GHS – Ghanaian Cedi
One important feature to note is the ‘Base Currency.’ If this box is checked, it indicates that the selected currency will be set as the default.
3. 🧾 Taxation
Set your applicable tax rates and configure automatic tax application to invoices and customer billing. This helps maintain compliance with local laws and simplifies financial reporting.
Features:
- Add multiple tax types (e.g., VAT, GST)
- Apply tax per service or product
From System Management, select the “Tax Regions“
– Click the add “Tax Region” button
Set the Tax Region
– Set to “Yes” to make the specific the default
Adding Tax(es)
- Click the Tax
- Click the “Add Tax” button
4. 📄 Terms and Conditions
Upload or edit your organization’s Terms and Conditions, which will be displayed during customer registration or invoice generation. This ensures customers are aware of your policies regarding service use, payments, and liability.
- Under the General
- Select the “Terms & Conditions”
Next, click the “Add Terms and Conditions” button
- Enter the title/name of the Terms & Conditions
- Select the specific module for which you want to create the Terms & Conditions.
- Add the description
5. Organizational Chat (Optional)
The Organizational Structure feature is designed to represent the hierarchy within the entity, including roles, departments, and reporting lines. It provides a clear overview of how the organization is structured, helping to define responsibilities, improve workflow management, and support administrative alignment.
Note: This feature is optional and can be enabled or disabled based on organizational needs
Adding Roles
- Add Roles
Enter necessary details
- Enter the Role Title
- Select the Department
- Select the Descendents of
- Add description
- Save