Basic Information

Basic Information is used to configure the core profile of the current organization in Finger Manager.

The information configured here can be used as global base data and applied to Finger Manager, Finger Trader, notification messages, customer pages, and other connected services according to business scenarios.

Different organizations can independently configure these details according to their own brand, company entity, and business requirements.

01. Enter Basic Information

Open System Settings -> Basic Information to view and maintain the current organization's base profile.

Basic Information is usually configured by administrators with the required system management permissions.

02. Base profile

Administrators can maintain organization base information according to the actual situation.

Configurable fields may vary by system version and enabled services.

Organization identity Organization name, company name, brand name, company location, and other system base profile fields.
Contact channels Official website, contact email, phone number, and other externally visible or internal support contact details.
Default settings Default language, default time zone, and other default organization-level settings.

03. Usage scope

Basic Information is an organization-level configuration.

After it is saved, related data can be called by Finger Manager back office, Finger Trader frontend, system notifications, Email and SMS, customer service pages, brand display, generated system content, and other Finger Grid connected services.

Before production use, administrators should confirm that the information is accurate and kept up to date.

04. Edit Basic Information

When organization details need to be updated, administrators can open Basic Information and edit the corresponding fields.

After saving, the new configuration becomes the latest base profile for the current organization.

Some historical data that has already been generated, sent, or saved may still retain the old information and may not be automatically changed after Basic Information is updated.

05. Multi-organization environments

If one Finger Manager environment manages multiple organizations, each organization can maintain its own Basic Information.

For example, Organization A can use its own company name, contact details, official website, time zone, and language, while Organization B uses another independent configuration.

Basic Information is independent between organizations and does not overwrite other organizations' settings.

Use cases

New organization setup Set the base organization profile during onboarding.
Company profile maintenance Maintain company name, brand name, official website, contact email, and phone number.
Contact update Update organization contact details when business support channels change.
Default language and time zone Provide default locale and time-zone information for system display and organization-level operations.
Frontend and notification source Use organization details in Finger Trader frontend, customer pages, and notification content.
Multi-organization information Maintain different company details across multiple organizations in one environment.

Notes

Basic Information can be shared by multiple system modules.

Before changing important information such as company name, contact details, language, or time zone, administrators should confirm the impact on existing business and frontend display.

If the organization also uses Finger Trader, Finger KYC, Finger Bridge, or other Finger Grid products, some Basic Information may also be used as the organization information source for connected services.

Basic Information is an organization-level base configuration in Finger Manager.

Administrators can maintain company profile details in one place and use them as the information source for other system features, frontend products, and connected services.