Portal Configurations on The Admin Portal

We're excited to introduce an initiative aimed at enhancing your experience with Originate!

We're migrating merchant configurations from the admin platform to the Admin Portal. This means that users will have more control and autonomy over their settings within the Originate platform.

By empowering you to manage specific merchant settings directly through the admin portal, we're putting you in the driver's seat, allowing you to tailor your configurations to suit your unique needs and preferences. 

How to Set up Credentials on the Admin Portal

1. Log into the portal

2. Click on the Settings Tab

3. Click on the Configurations Step.

The credentials that can be configured are in the following tabs, as shown below.

1. Details
2. Uploads
3. Notification Address
4. Notification Preferences
5. 3rd Party Credentials

Details

On the details page, you can view and configure:

1. Primary Color

2. Secondary Color

3. Support Phone Number

4. Support Email Address

5. App Url

Uploads

On the uploads page, you can upload and update your:

1. Merchant Logo
2. Merchant Favicon
3. Terms & Conditions Document (PDF) & Link
4. Privacy Policy Document (PDF) & Link
5. How to Apply Video URL: Here, users can paste a link to a tutorial on how customers can apply.
6. Cookies Policy URL

Once done, click on Update to save the configurations.

Notification Address

On the notification address page, you can configure the emails you want specific Originate notifications to be sent to.

1. Merchant Application Approved

2. Merchant Application Denied

3. Merchant Application Review

4. Merchant Loan Disbursed

5. Merchant Loan Repayment

6. Require Email Verification Code: Ticking this box means that customers will receive an automated email verification code during an application. (This must be enabled at all times)

Once done, click on Update to save the configurations.

Notification Preferences

There are different notifications sent out to customers, and these are for:

1. Application approvals
2. Application denial
3. Application is under review
4. Loan disbursement
5. Loan repayment is made
6. Loan is Overdue
7. Incomplete application requires attention

Select the notifications required and click on Update to save the configuration.

3rd Party Credentials

You can configure your preferred third-party credentials on this page.

1. Paystack

• Public Key
• Secret Key
• Partial Debit

2. Decide

• Client Key
• Client Secret

3. MBS

• Client ID
• Client Secret
• External Bank Statement Tenor: This is the minimum bank statement period expected from the customer via MBS.

4. Remita

• Merchant ID
• Merchant API Key
• Merchant Token
• Service Type ID

5. First Central Credit Bureau

• Username
• Password
• Validity Period (days)

6. Credit Registry

• Subscriber ID
• Email
• Password
• Validity Period (days)

7. CRC

• User ID
• Password
• Validity Period (days)

8. Okra

• Validity Period
• Widget URL
• Public Key
• Private Key
• Token

You can also set a validity period for credit bureau reports. This means that if a validity of ten (10) days is configured, any customer who reapplies within that period will not trigger a new report until the validity period has expired.

To configure this:

• In the 3rd Party Credentials section, scroll to the credit bureaus and input your preferred number of days in the validity period box

Once done, click on Update to save the configurations.