Business Settings

Configuring your Business Network environment.

Settings Overview

The Business Settings section allows you to configure various aspects of your business network. This includes managing cities, teams, categories, and plans.

Cities Management

Cities represent the geographical locations where your business operates.

Adding a City

  1. Navigate to the Business Settings section in the sidebar
  2. Click on "Cities"
  3. Click the "Add City" button
  4. Enter the city name
  5. Click "Save" to create the city

Editing a City

  1. Navigate to the Cities page
  2. Find the city in the list
  3. Click the "Edit" button
  4. Update the city name
  5. Click "Save" to apply the changes

Deleting a City

Warning: Deleting a city will affect all members, meetings, and other data associated with that city. Use this option with caution.

  1. Navigate to the Cities page
  2. Find the city in the list
  3. Click the "Delete" button
  4. Confirm the deletion

Teams Management

Teams help organize members within your business network.

Creating a Team

  1. Navigate to the Business Settings section in the sidebar
  2. Click on "Teams"
  3. Click the "Add Team" button
  4. Enter the team name and description
  5. Select the city for this team
  6. Click "Save" to create the team

Managing Team Members

  1. Navigate to the Teams page
  2. Click on a team name to view its details
  3. View the list of members in the team
  4. Use the "Add Member" button to add members to the team
  5. Use the "Remove" button to remove members from the team

Categories Management

Categories are used to classify shops and businesses in your network.

Adding a Category

  1. Navigate to the Business Settings section in the sidebar
  2. Click on "Categories"
  3. Click the "Add Category" button
  4. Enter the category name
  5. Set the status (active/inactive)
  6. Click "Save" to create the category

Importing Categories

  1. Navigate to the Categories page
  2. Click the "Import" button
  3. Download the template if needed
  4. Prepare your CSV file with category data
  5. Upload the file
  6. Review and confirm the import

Plans Management

Membership plans define the types of memberships available in your network.

Creating a Plan

  1. Navigate to the Business Settings section in the sidebar
  2. Click on "Plans"
  3. Click the "Add Plan" button
  4. Enter the plan details:
    • Plan Name
    • Price
    • Duration (in days)
    • Start and End Dates
    • Select City
    • Set Active Status
  5. Click "Save" to create the plan

Tip: Set up all your business settings before adding members and starting to use the system. This will ensure a smoother experience.

SMS Gateway

Configure a Lambda-based SMS gateway for sending text messages to members.

  1. Navigate to Portal Settings → SMS Gateway
  2. Enable the SMS Gateway toggle
  3. Enter the Lambda Endpoint URL
  4. Enter the API Key (sent as x-api-key header)
  5. Optionally set a Message Suffix (appended to every SMS, e.g., "— Vyapari Network")
  6. Click "Save Settings"
  7. Use "Send Test SMS" to verify the configuration

SMS messages are rate-limited to 1 per 5 seconds to respect Lambda rate limits. Messages are queued and processed on a dedicated sms queue.

Notification Settings

Control which notification channels (Email, Push, SMS) are used for each event in the system.

  1. Navigate to Portal Settings → Notification Settings
  2. You'll see a table with all notification events
  3. Each event has checkboxes for Email, Push, and SMS
  4. Uncheck a channel to disable it for that event
  5. Click "Save Settings"

All channels are enabled by default. The system supports 16 notification events including meeting broadcasts, deal notifications, membership assignments, attendance records, and more.

Note: SMS requires the SMS Gateway to be configured and enabled. Push notifications require OneSignal to be configured and enabled. System emails (password reset) are always sent regardless of these settings.

Portal Settings

Portal settings control the overall configuration of your business network.

Updating Portal Information

  1. Navigate to the Settings section
  2. Click on "Portal Settings"
  3. Update your business information:
    • Business Name
    • Business Address
    • Contact Information
    • Upload your business logo
  4. Click "Save" to update your portal information

User Management

Manage users who have access to your business network portal.

Adding a User

  1. Navigate to the Settings section
  2. Click on "Users"
  3. Click the "Add User" button
  4. Enter the user details:
    • Name
    • Email
    • Password
    • Role
  5. Click "Save" to create the user

Managing User Roles

Different roles have different permissions in the system:

  • Admin: Full access to all features
  • Manager: Can manage most features but with some restrictions
  • Staff: Limited access to basic features
  • Viewer: Read-only access to data