GateFluxUser Guides

Society Settings Workspace Guide

Configure operational settings for profile, billing, documents, notifications, and user preferences.

Implemented Modules

  • Society Settings Workspace - profile, compliance, banking, operations
  • Billing & Subscription Settings - invoice preferences and subscription controls
  • Document & Notification Controls - policy and communication settings
  • User Preferences & Help - user-specific defaults and guided help

Setup Checklist

  1. Complete society profile and compliance details.
  2. Configure payment method and billing defaults.
  3. Set document retention and visibility rules.
  4. Define notification channels and recipient scopes.
  5. Validate role-based access to settings sections.

Cross-Layer Consistency

  • API: Settings endpoints should enforce tenant and role policy uniformly.
  • App: Settings UI must remain capability-gated and section-specific.
  • Mobile: User preference surfaces should mirror notification and profile policy.

Validation Before Go-Live

  • Run a permissions matrix check for admin, committee, resident, and staff roles.
  • Verify billing and subscription updates are reflected in usage dashboards.
  • Confirm notification policy behavior with test users across channels.
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