Platform Settings

Overview

Settings (/super/settings) stores global configuration for the Matterly installation.

Tabs

Tab	Purpose
General	App name, support email, system info
AI / OpenAI	API key, model, base URL, tests
WhatsApp	Platform WhatsApp credentials
Payments	Stripe keys for automatic subscription billing, optional LigdiCash keys for paying subscription invoices by mobile money, and a pointer to the client payment gateways
Email (SMTP)	Outbound mail server

Workflow

1. After install, open Settings.
2. Configure SMTP and run Test SMTP.
3. Configure OpenAI if AI features are sold.
4. Add WhatsApp credentials if inbox messaging is required.
5. Save each tab before leaving.

Notes

Note: Client payments are set up per firm under Firm Admin → Settings → Payments, with Stripe, Razorpay, PayPal or LigdiCash. See Payments.

Best Practices

• Never commit secrets to git. Store them in Settings or .env.
• Re-test SMTP after server moves.