User Manual for Web Application

The User Manual covers everything from initial setup to advanced features, the manual empowers users to explore the system and its wide variety of features in detail. With a focus on user-friendly language and intuitive guidance, the manual serves as a valuable companion throughout the journey, addressing common queries and providing insights that enhance your overall experience.

User Management

The User Management chapter guides users through account setup, profile completion, and KYC processes. It covers creating an account with basic information, completing user details, and fulfilling KYC requirements by uploading necessary documents. These steps ensure users establish secure and compliant profiles, enhancing trust and security on the platform. By following the outlined procedures, users can effectively manage their accounts, comply with regulatory standards, and optimize their experience within the platform.

User Management

How to Create a New Account?

*Note: To create an account in the Test environment click here.*

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User Management

How to Fill User Details?

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User Management

How to Complete KYC?

KYC

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Wallet Management

The Wallet Management chapter offers comprehensive guidance on handling digital wallets within the platform. Users learn how to add, access, and manage their wallets efficiently. It covers topics like creating new wallets, accessing existing ones, and managing multiple currencies. Additionally, users discover how to fund their wallets using UPI, ensuring transactions. Furthermore, the chapter outlines procedures for granting wallet access to other users.

Wallet Management

How to Add a New Wallet?

Add a New Wallet

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Wallet Management

How to Access Wallets?

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Wallet Management

How to Manage Wallets?

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Wallet Management

How To Top Up Wallet with UPI?

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Wallet Management

How to Give Access of Wallet to another User?

1. Create a New Account

*Note: This account should not be made a merchant account*

2. Add a Contact

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3. Share Wallet Access

The wallet owner can share and grant access to their wallet, and they can revoke it at any time. To share your wallet, the person must be an active user in your contacts list.

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The following is the type of access you can grant:

Wallet Management

How to do Wallet to Wallet Transfer?

 

 

 

 

 

 

 

 

 

 

Wallet Management

How to Manage Savings Wallet?



When you access your savings wallet within any currency wallet, a wallet for that specific currency will be automatically created if it hasn't been previously.




 

 

 


Wallet Management

How to use Float in Agent Wallet?

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Wallet Management

How to Manage Agent Wallet?

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Wallet Management

How to do Deposit using M-Pesa?

Wallet Management

How to Send Money to another User?

Dashboard

Dashboard

Card Routing Codes

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Settings

The Settings page provides a comprehensive interface for users to manage various aspects of their account. Here, users can update their profile and personal details, set preferences, and configure security measures. The page also includes options for managing KYC compliance, wallets, merchants, agents, and location settings. Additionally, users can access system logs to monitor activities and events.

Settings

How to set callback webhook?

The Preference tab provides users with control over key settings related to their experience within the system. Here, users can specify how they search for and identify other users, ensuring the process aligns with their needs. Additionally, users can customize how they receive notifications, choosing the types of alerts they want to receive and the methods by which they're notified. The tab also includes options for configuring webhooks, allowing users to define how the system interacts with external services or applications for real-time event updates.

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To see the response for the above webhook click below.

Approval Webhook JSON Response