Before you create the system users (such as loan officers) who will deal directly with clients, you must decide what their roles are and what permissions they will have. You must have appropriate permissions to create roles.
Before beginning, note the following terms:
The personnel hierarchy has two levels:
The following table illustrates how these two hierarchies are related.
User's office hierarchy |
Personnel hierarchy | Permission | Applies to branch B1 | Applies to Branch B2 |
Branch B1 | Loan officer | Edit MFI and personal information** | Yes* | No |
Branch B2 | Other | Edit MFI and personal information** | Yes | No |
Headquarters | Other | Edit MFI and personal information**
|
Yes | Yes |
Branch B2
|
Loan officer
|
Edit MFI and personal information**
|
No | Yes* |
*- Permissions apply only to centers, groups, and clients assigned to the loan officer
**- This is an example of a permission. See the full listing of possible permissions in Default roles and their activities
Many system users can have the same role.
When you create system users (the people who deal directly with clients), they are always associated with an existing office. Make sure that you have created the office before you create the system user. You must have appropriate permissions to create and change users.
Field name |
Description |
Example |
Office
|
|
|
Office |
The office the user is attached to. |
Meru |
User details
|
|
|
First Name, Middle Name, Second Last Name, Last Name |
User's full names |
Kamalamma, Leela
|
National ID |
Any form of authorized ID in your country that can be used to identify the person uniquely from the rest of the population, such as a national ID, passport number, etc. The user is uniquely identified using the combination of the government ID, Name and Date of Birth. |
A440/2001
|
|
|
|
Date of Birth |
|
12 Jan, 1970
|
Marital Status |
|
Married
|
Gender |
|
Female
|
Language Preferred |
Language preferred by the user |
Spanish
|
MFI Joining Date |
|
12 Dec, 2005
|
Address
|
|
|
Address |
Address 1, Address 2, Address 3, City/District, State, Country, Postal Code, Telephone |
#154, Wheeler Road, Cooke Town, Bangalore, Karnataka
India
560045
|
Permissions
|
|
|
User Title |
The user's title |
CFO
|
User Hierarchy |
Defines the user's data scope in the system |
Other
|
Roles |
Select the authorized role(s) to assign to the user. The user can be assigned more than one role. |
Manager; Admin
|
Login Information
|
|
|
User name |
The name must be unique in the entire system. |
kamalammal
|
Password, Confirm password |
The password must be at least 6 characters. |
*
|
Additional Information |
|
|
Custom fields 1-6 |
Type additional custom information in fields 1–6. See “How to define and change additional fields” for information on how to create custom fields. LINK HERE |
|
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