Platform Settings

Feature Overview

Item	Content
Applicable Role	Operator
Navigation path	Settings > System Settings > Platform Settings
Page route	/user/system/platform-settings/config
Managed objects	General configuration, provider relationships, currency settings, payment channels, accounts and settlement, email, and UI configuration

Beginner Explanation

Platform Settings is the global parameter panel. It controls basic platform behavior, provider relationships, currencies, payments, settlement, email, and UI presentation. A change can affect multiple modules.

Terms Quick Reference

Term	Description
Platform configuration	A system parameter that affects global behavior.; Confirm the scope before changing it.
Provider relationship	Configuration that defines a relationship between the platform and a provider.; Confirm business ownership before changing it.
Currency settings	Currency rules used for amount display and settlement.; Verify them before a billing change.
Email settings	Configuration for notifications and verification-code delivery.; Compare it with Login Properties during troubleshooting.

Prerequisites

1. The current account has permission to manage system configuration.
2. You have opened System Settings > Platform Settings.
3. Before editing configuration, you have confirmed the impact scope, change window, and approval requirements.

Page Description

The Platform Settings page groups global configuration by business impact.

Configuration Area	Main Responsibility	Typical Impact to Verify
General Settings	Maintains shared platform parameters and default display settings.	Platform-wide defaults and common presentation.
Provider Relationship	Maintains provider relationships, enabled status, and settlement ownership.	Provider visibility, business ownership, and settlement relationships.
Currency Settings	Maintains available currencies, display rules, precision, and conversion-related settings.	Amount display, recharge, billing, and settlement.
Payment Channels	Maintains payment providers, credentials, callbacks, and connectivity.	Recharge, payment callbacks, and settlement.
Account & Settlement	Maintains account, settlement cycle, recharge, and Credits-related parameters.	Account balance, Credits calculation, billing, and settlement.
Email Settings	Maintains mail service, sender, notification, and verification-email settings.	Login verification and notification delivery.
UI Configuration	Maintains login-page, platform identity, theme, and display settings.	User-visible interface and branding.
Refresh / Edit	Reloads the page or opens the selected configuration for maintenance.	Whether the displayed value is current and whether the account has write permission.

Use the configuration-area name and its "Edit" entry to locate the intended setting before making a change.

Main Operations

Common Operation Sequence

Use the same control sequence for each configuration area, then follow the area-specific notes below:

1. Open the target configuration area and confirm the current value, enabled status, and affected modules.
2. For an approved change, open "Edit" and change only the intended fields.
3. Before "Save", "Enable", "Disable", "Reset", or "Test Connection", confirm approval, external-system impact, and the rollback method.
4. Follow the page message, then reopen the configuration area and verify the displayed value or enabled status.
5. Validate the affected business module, such as sign-in, recharge, settlement, email delivery, or UI display.

If the task is only to learn the page or capture screenshots, stop after viewing the configuration and do not submit changes.

Edit General Settings

1. Go to Settings > System Settings > Platform Settings.
2. Click "General Configuration".
3. Review general platform display and shared settings.

Edit Provider Relationship

1. Go to Settings > System Settings > Platform Settings.
2. Click "Provider Relationship".
3. Review provider relationships, enabled status, and settlement ownership settings.

Edit Currency Settings

1. Go to Settings > System Settings > Platform Settings.
2. Click "Currency Settings".
3. Review default currency, display rules, precision, or conversion-related settings.

Edit Payment Channels

1. Go to Settings > System Settings > Platform Settings.
2. Click "Payment Channel".
3. Review payment channel list, enabled status, and available maintenance entries.

4. In the Stripe area, click "Setup Help" to review required fields and integration guidance.

5. Click Stripe Edit, and use placeholders to fill in or verify <API_KEY>, <API_KEY>, <API_KEY>, and related fields.

6. Before clicking Test Connection for Stripe, confirm that no real transaction or production callback will be triggered.

7. In the Alipay area, click "Setup Help" to review application, private key, and public key requirements.

8. Click Alipay Edit, and use placeholders to fill in or verify <ACCESS_KEY_ID>, <ACCESS_KEY_SECRET>, <API_KEY>, and related fields.

9. Before clicking Test Connection for Alipay, confirm that no real payment or production callback will be triggered.

10. Before clicking Save, verify credential source, permission scope, callback address, settlement impact, and rollback plan.
11. For learning or screenshots only, view setup help, edit pages, and test connection entries without submitting real payment channel configuration.

Edit Account and Settlement Settings

1. Go to Settings > System Settings > Platform Settings.
2. Click "Account and Settlement".
3. Review account, settlement cycle, recharge, or credits-related parameters.

Edit Email Settings

1. Go to Settings > System Settings > Platform Settings.
2. Click "Email Settings".
3. Review mail service, sender configuration, notification templates, or verification email settings.

Edit UI Settings

1. Go to Settings > System Settings > Platform Settings.
2. Click "UI Configuration".
3. Review login page, platform identity, theme, or display-related settings.

Parameter Quick Reference

Field Name	Required	Field Type	Example	Description
Configuration Category	System displayed	Text	General Configuration	The configuration group in platform settings.
Configuration Item	System displayed	Text	Default Currency	The system parameter to view or maintain.
Default Value	System displayed	Text	USD	The default or system-provided value of the configuration item.
Current Value	System displayed / Editable	Text	USD	The currently effective configuration value.
Enabled Status	System displayed / Editable	Enum	Enabled	Indicates whether the configuration item or capability is enabled.
Test Connection	Operation button	Button	Test Connection	Verifies connectivity for email, payment, or external service configuration.
Save	Operation button	Button	Save	Saves the current configuration change.
Reset	Operation button	Button	Reset	Restores the configuration to the default value or last saved state.
Actions	System generated	Button / link	Edit / Enable / Disable	Provides configuration view or maintenance entries.

Pitfalls

• Do not change roles, members, login policies, Keys, or API rate-control rules without confirming the affected users and systems.
• UI entries can differ by role and tenant scope; verify the current account context before troubleshooting.
• Never copy complete Keys, AK/SK, tokens, or secrets into documentation, tickets, or screenshots.
• Platform settings affect sign-in, display, provider relationships, currencies, payment, billing, settlement, email notifications, and user-visible UI.
• Save, Reset, Enable, Disable, and Test Connection are high-risk actions.
• For learning or screenshots, only view configuration items and do not submit real configuration changes.
• Stripe / Alipay keys, private keys, Webhook secrets, SMTP passwords, internal addresses, accounts, tokens, customer names, and settlement parameters must not be written into documentation, screenshots, tickets, or chats.

Result Validation

Check Item	Success Signal	If Abnormal
Categories	Configuration categories are displayed.	Refresh the page and open it again.
Configuration values	Configuration items and values are readable.	Check system-configuration permission.
Edit entry	Edit is displayed according to permission.	Ask an administrator to make the change when you lack permission.
Saved value	After an approved change, reopening the area shows the intended value or enabled status.	Check the page message, permission, approval status, and whether the page needs to be refreshed.
Business impact	The affected sign-in, recharge, settlement, email, or UI flow behaves as expected.	Roll back according to the change plan and inspect Operation Logs and the related business module.
Screenshots	General configuration, provider relationship, currency settings, payment channel, account and settlement, email settings, and UI configuration screenshots render normally.	Check whether image paths exist.

FAQ

Which modules does a configuration change affect?

Symptom:

Platform Settings contains multiple configuration categories.

Possible cause:

Different settings can affect sign-in, billing, email, page presentation, or provider relationships.

Resolution:

Identify the configuration category and business impact before choosing a change window.

Why is a platform setting missing?

Symptom:

The target setting is absent or its area is empty.

Possible cause:

The current account lacks system-settings permission, the setting is limited by deployment version or tenant scope, or configuration synchronization is abnormal.

Resolution:

Verify operator-admin permission and the current tenant scope. Confirm that the setting applies to the current version. If it is still missing, ask a platform administrator to check the configuration center.

Why is Save unavailable for platform configuration?

Symptom:

The setting is visible, but Save, Enable, or Reset cannot be selected.

Possible cause:

The current account lacks write permission, the setting is version-locked, or approval is required before the change.

Resolution:

Verify system-administrator permission and the setting description. Complete the required approval, then ask an authorized administrator to save the change.

How should the Platform Settings page be exported or captured safely?

Symptom:

Page information is needed for troubleshooting, audit, or delivery.

Possible causes:

The page may contain accounts, email addresses, IP addresses, internal paths, tenant identifiers, Keys, or amounts.

Resolution:

Keep only the necessary fields and action context. Use opaque light-gray pixel mosaics for sensitive text and never share complete credentials or internal addresses.

What should I do when the Platform Settings page shows unexpected data?

Symptom:

A field, status, metric, or related object differs from the expectation.

Possible causes:

The page scope, time condition, role permission, or upstream setting does not match.

Resolution:

Record the redacted object, time, and result. Verify the entry and filters first, then check related pages and Operation Logs.

Notes

• Platform configuration can affect global behavior. Do not change it casually during peak business hours.
• Review payment, settlement, and email configuration before saving.
• Save, Reset, Enable, Disable, and Test Connection are high-risk actions.
• For learning or screenshots, only view configuration items and do not submit real configuration changes.
• Stripe / Alipay keys, private keys, Webhook secrets, SMTP passwords, internal addresses, accounts, tokens, customer names, and settlement parameters must not be written into documentation, screenshots, tickets, or chats.

Next Steps

1. To maintain sign-in security, go to Login Properties.
2. To maintain API rate control, go to Overview.