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Managing system settings
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System settings are the configurations that drive your organization’s operations on the Lendsqr admin console. These settings control different aspects of both the admin console and the customer-facing mobile app, giving administrators a centralized place to manage providers, third-party integrations, access token keys, communication preferences, user verification requirements, and more.
Getting these settings right from the start ensures your lending platform behaves exactly the way your business intends. Whether you are onboarding users for the first time, rolling out a referral program, or tightening identity verification requirements, system settings is where those decisions are enforced.
What you can do in system settings
The system settings section provides administrators with a wide range of controls across several functional areas. Specifically, you can:
Configure and manage core system behavior: This covers administrative controls that govern how the platform operates across both the admin console and customer-facing channels, including provider settings and integration configurations.
Define onboarding requirements: You can set KYC document rules and verification criteria that users must satisfy when signing up, ensuring your platform stays compliant with regulatory and business standards.
Manage user segmentation through tiers: Tier configurations allow you to control what different categories of users can access and do within the platform, enabling progressive privileges and feature segmentation.
Set up and control communication flows: Notification settings let you configure how and when both admins and users receive communications, covering channels such as email, SMS, and in-app notifications.
Configure referral programs: You can define the incentives and rules that govern how users earn rewards for inviting others to the platform.
Manage customer-facing fees: This covers charges applied across products and services, as well as the support contact details that customers see when seeking assistance.
Important notes before you begin
There are two things worth knowing before you start making changes in system settings:
First, the fields and options you see in the system settings section depend on the integrations that have already been set up for your organization. If a particular provider or configuration option is not visible, it may not yet be activated for your account.
Second, certain providers and their corresponding attributes cannot be changed directly from the admin console. If you need to switch a provider or update a configuration that is locked, you will need to contact Lendsqr support at [email protected].
How to navigate to system settings
1. Log in to the Admin Console.
2. Click the “Settings” (gear) icon at the top of the page. This opens the Preferences area, with a sidebar grouped into Organization, Access & Security, Platform, Channels, and Subscription.
Categories of system settings
The settings sidebar groups configuration into five sections. Understanding what lives where helps you find the right control quickly.
1. Organization Covers your Company Profile (business details, branding, settlement account), Branches & Offices, and KYC Documents (the document types, such as Identification Documents, Proof of Address, and CAC filings, that customers must submit during onboarding).
2. Access & Security Covers Team Members, Roles & Permissions, and Two-Factor Auth, the controls for who on your team can log in and what they can do.
3. Platform This is the largest section. System Configuration itself expands into further categories (Customer Creation Settings, Data and Integration, General, Integrations, Messaging and Notifications, Organization and Business Profile, Payments and Collection, Product, Security, System, and Underwriting and Credit Risk), each holding a searchable list of individual settings, provider credentials, and toggles. Alongside System Configuration, Platform also holds Tier Management (classifies users into tiers with different deposit and loan limits; see How to create or edit a tier on the Lendsqr admin console), Notifications (which alerts go out, to whom, and through which channels), Integrations, and Referral (rules and rewards for your referral program).
4. Channels Covers Web App, Domain, and Support Channels, the settings for your customer-facing app and how customers reach your support team.
5. Subscription Covers Plans and Billing for your own Lendsqr subscription.
Note that customer-facing fees are not configured here. Fees are attached per loan product, from within each product’s own edit form; see How to set up fees for your customers.
Within System Configuration specifically, each category shows a search box, so the fastest way to find a setting is to search by keyword (for example, “2FA” or “NIN”) rather than scrolling the full list.
How to modify system settings
Once you are in the system settings section, you can make changes within each category as needed. For a detailed walkthrough of how to update specific fields, toggle options, and save changes across each category, refer to the companion article: How to modify your system settings.
