System Settings
Last updated
Last updated
The Personal Profile is divided into two main sections:
Basic Information:
Name: Your full name as it appears in the system.
Login Email: The email address associated with your HumbleBear account.
Change Password:
Current Password: Enter your current password to verify your identity.
New Password: Enter your desired new password.
Confirm New Password: Re-enter your new password to ensure accuracy.
Basic Information:
Name: The official name of your organization.
Email: The primary email address for your organization.
Phone: The organization's phone number.
Fax: The organization's fax number (if applicable).
Website: The organization's website address.
Logo: The organization's logo image.
Address:
Country: The country where the organization is located.
State: The state or province where the organization is located.
Address Line 1, 2, 3: The street address of the organization.
City: The city where the organization is located.
Postcode: The postal code of the organization's location.
Understanding the Credit System:
The HumbleBear affiliate program allows you to earn credits by referring new users. Here's how it works:
Referral Credit: Each person you refer receives 25 in credit upon signing and paying using your unique referral link.
Your Earning: Once a referred user spends MYR 29.00 with HumbleBear, you will receive 15 in credit.
Unlimited Earning: There is no limit to the amount of credit you can earn through referrals.
Accessing Your Referral Link and Sharing:
Locate Your Unique URL: Your unique referral link is displayed in the "Share your unique URL" section. It will look similar to this: https://humblebear.app/referral/01J5YGDZ25E7QVZE6SSPVD2EV3
Copy and Share: You can copy this link and share it with your friends and followers through various channels such as social media, email, messaging apps, etc.
Direct Sharing: You can also directly share your link via Whatsapp or Telegram by clicking the corresponding buttons.
Checking Your Credit Balance and Logs:
Credit Balance: Your current credit balance is displayed prominently as MYR 0.00. This will be updated as your referrals spend MYR 25.00.
Credit Logs: The "Credit logs" section displays a history of your credit earnings. Currently, it shows "No Results" because you have not earned any credits yet.
The Billing section provides a comprehensive overview of your Humblebear subscription and payment history. Here, you can easily manage your subscription and access all relevant billing information.
Current Subscription Status: At the top of the section, you'll find your current subscription status, clearly indicating whether your plan is active or expired. This includes the name of your plan (e.g., Humblebear Standard) and the total cost for the current subscription period.
Tenure Period: The tenure period displays the exact start and end dates of your active subscription. This allows you to quickly see when your current subscription is due for renewal.
Subscription Management: You have the flexibility to manage your subscription directly within this section. You can choose to renew your current plan for another term, ensuring uninterrupted access to Humblebear Standard services. Alternatively, you can explore and change to other available plans if your needs have evolved. A prominent "Change Plan" button facilitates this process, guiding you through the available options.
Receipt/History Section: For detailed records of your past payments, the Receipt/History section provides a complete log of all transactions. Each entry includes the date of the payment, a description of the plan purchased, the payment status (e.g., Success), and the amount paid. You can easily download individual receipts for your records. A search function is also available to quickly locate specific transactions within your payment history.
The Users tab provides a centralized view of all users associated with the organization. It's designed to give administrators a clear and concise overview of user information and their current status.
Key Features:
User List: The main section displays a table listing all users within the organization.
User Details: Each row in the table presents essential user information:
NAME: The full name of the user.
EMAIL: The user's email address, serving as their unique identifier.
Role/Status: The "Owner" tag signifies a specific role or permission level. The "Active" tag indicates the user's current status within the system.
Search Functionality: A "Search" bar (with a magnifying glass icon) allows administrators to quickly find specific users by name or email.
Organization Overview: The tab provides a comprehensive view of all active users within the organization, facilitating user management and access control.
When you click on a specific user within the Users tab, you'll be taken to the Edit User interface. This allows administrators to manage the permissions and access levels of individual users.
Key Features:
User Information:
Name: The user's full name.
Email: The user's email address.
Permission Controls:
Admin: A checkbox that, when selected, grants the user full administrative access to all features within the organization.
Restricted: A checkbox that, when selected, limits the user to viewing only their own data. This is typically used for standard users or those with limited responsibilities.
Blocked: A checkbox that, when selected, completely blocks the user from accessing the organization's system.
The Invitations tab serves as a central hub for organization owners to manage invitations for new members to join their organization. This tab provides a clear overview of all sent invitations and their current status.
Key Features:
Invite User Functionality: A prominent "+ Invite User" button allows organization owners to initiate the invitation process. Clicking this button will likely open a form where the owner can enter the email address of the person they wish to invite.
Invitation List: The main section displays a table listing all sent invitations.
Invitation Details: Each row in the table provides essential information about an invitation:
DATE: The date the invitation was sent.
EMAIL: The email address of the person invited.
STATUS: The current status of the invitation, which can be one of the following:
Pending: The invitation has been sent but the recipient has not yet accepted or declined it.
Accepted: The recipient has successfully accepted the invitation and is now a member of the organization.
Expired: The invitation has passed its expiration date and is no longer valid.
Search Functionality: A "Search" bar (with a magnifying glass icon) allows organization owners to quickly find specific invitations by email address.
The Tax Settings section provides a centralized location for managing and configuring tax rates applicable to your organization. This section allows you to define and maintain the necessary tax information for accurate financial calculations.
Key Features:
Tax List: The main section displays a table listing all configured tax rates.
Tax Details: Each row in the table provides essential information about a tax rate:
TAX: The name or abbreviation of the tax (e.g., SST).
RATE: The percentage of the tax (e.g., 8%).
COUNTRY: The country where the tax applies (e.g., Malaysia).
STATUS: Indicates whether the tax is currently active or inactive. An "Active" tag signifies that the tax is currently in use.
Search Functionality: A "Search" bar (with a magnifying glass icon) allows you to quickly find specific tax rates by name, rate, or country.
Create Tax Functionality: A "+ Create Tax" button allows you to add new tax rates to the system. Clicking this button will likely open a form where you can enter the tax name, rate, and applicable country.
Clicking the "+ Create Tax" button in the Tax Settings section opens a modal window titled "Create Tax," enabling administrators to add new tax rates to the system.
Key Features and Functionality:
Required Fields: Several fields are marked with an asterisk (*), indicating they are mandatory for creating a new tax:
Name: A text field where you enter the name or abbreviation of the tax (e.g., VAT, GST).
Rate: A numerical field where you specify the tax rate as a percentage. The "%" symbol is displayed next to the field to clearly indicate the unit of measurement.
Country: A dropdown or searchable field where you select the country where the tax applies. "Malaysia" is pre-selected, but can be changed.
MyInvois Tax Type: A dropdown menu where you select the specific MyInvois tax type. This likely relates to a specific tax classification or reporting requirement within the Malaysian tax system.
Active Status: A checkbox labeled "Active" allows you to immediately activate the newly created tax rate. Ticking this box means the tax will be available for use as soon as it's saved.
Save Button: A "Save" button at the bottom of the modal allows you to confirm and save the new tax rate.
The MyInvois Settings section within Humblebear allows users to configure their account for compliance with the Malaysian Inland Revenue Board's (LHDN) MyInvois system, a mandatory e-invoicing initiative. This section is crucial for businesses operating in Malaysia to ensure accurate tax reporting and seamless integration with the LHDN portal.
Key Features and Functionality:
Tax Identification Numbers:
TIN (Tax Identification Number): A required field for entering the organization's Tax Identification Number.
NRIC (National Registration Identity Card): A required field for entering the individual's National Registration Identity Card number, likely used for sole proprietors or individual taxpayers.
Tax Codes:
SST (Sales and Service Tax): A field for entering the organization's Sales and Service Tax registration number.
TTX: A field for entering another relevant tax code (the specific meaning of TTX would require further context).
Business Information:
MSIC Code (Malaysian Standard Industrial Classification): A required field for selecting the organization's MSIC code, which categorizes the business's industry. 1 The default "00000 - NOT APPLICABLE" suggests this might not always be mandatory。
Address: A multi-line address field for entering the organization's registered address, including address line 1, address line 3, postal code, and city.
The Payment Gateway section in Humblebear allows you to seamlessly integrate with popular payment processors, enabling your clients to easily pay invoices through convenient payment links.
Functionality:
Humblebear currently supports integration with two leading payment gateways:
Stripe: A globally recognized payment platform offering secure and versatile payment processing.
SenangPay: A popular payment gateway in Southeast Asia, particularly Malaysia, providing local payment options.
Configuration Process:
Enable Your Preferred Gateway: Simply toggle the switch next to either "Stripe" or "SenangPay" to enable your chosen payment gateway.
Configure Gateway Details: After enabling a gateway, click the "Configure" link below the gateway's logo. This will prompt you to enter your Merchant ID (MID) or other necessary authentication details provided by the payment gateway.
Start Accepting Payments: Once configured, Humblebear will automatically generate invoice payment links that your clients can use to make secure online payments through your selected gateway.
Benefits:
Simplified Client Payments: Provides a convenient and secure way for clients to pay invoices online.
Faster Payment Processing: Enables faster payment collection, improving cash flow.
Increased Payment Options: Offers clients a choice of payment methods through Stripe or SenangPay.
Automated Payment Tracking: Streamlines payment tracking and reconciliation.
