Administration
This section is for the people who set up and look after the platform for your organisation: Admins, the Proprietor and, for some tasks, Branch Managers.
Where the administration screens are
Administration is spread over two places in the left-hand menu:
| Where | Screen | What you do there | Who can use it |
|---|---|---|---|
| Administration | Tenant Settings | Turn products on or off, product configuration, branding, custom fields. | Admin, Proprietor |
| Administration | Users | Change a user's details or role, deactivate a user. | Admin, Proprietor |
| Administration | Invitations | Invite new staff. | Admin, Proprietor, Branch Manager |
| Administration | Countries | Maintain the country list. | Admin, Proprietor |
| Administration | Audit Log | Review recorded actions. | Admin, Proprietor, Branch Manager, Area Manager |
| User | Settings, Document Types tab | The document types staff choose from when uploading client documents. | Admin, Proprietor, Branch Manager |
| User | Settings, Account Creation tab | Fees, and what happens when clients owe fees. | Admin, Proprietor, Branch Manager |
Fees are not on the Tenant Settings screen. They are under Settings (in the User part of the menu), on the Account Creation tab.
Pages in this section
- Users and invitations - adding staff, changing roles, deactivating accounts.
- Organisation settings - the Tenant Settings screen: products and their configuration, and branding.
- Fees - registration, enrollment and recurring fees, and the unpaid-fee rules.
- Custom fields - extra fields on the client form.
- Document types - the list of document types for client documents.
- Countries - the country list.
- Audit log - reviewing recorded actions.
Settings that are not changed from these screens
Some parts of your organisation's loan configuration cannot be changed from any screen: the penalty rate and how penalties are calculated, penalty grace days, the minimum savings required to borrow, how much of a loan one collection may pay off, early-settlement interest, and how amounts are rounded. Your organisation's values were agreed when the platform was set up. If one of them needs to change, contact your platform administrator.
The organisation's name and web address are also managed by the platform administrator.
For how these rules affect loans day to day, see Small Loans.