Organisation settings
The Tenant Settings screen holds your organisation's products and their configuration, its branding, and its custom fields.
Who can use it: Admin, Proprietor.
To open it, select Tenant Settings under Administration in the left-hand menu. (You can also open Settings and select Manage on the Tenant Settings card.)
The screen has four tabs: Details, Products, Branding and Custom Fields. Custom fields have their own page: see Custom fields.
Details
Shows your organisation's Tenant Name, Slug (the short name used in web addresses) and Primary Color. These are managed by the platform administrator, so the save button is unavailable and the tab shows "Contact a platform administrator to change tenant settings."
Products
Each product your organisation can use is shown as a card - Small Loans and Savings Club
- with an Enabled / Disabled switch.
Turning a product on or off
- Open the Products tab.
- Use the switch on the product's card.
The change takes effect immediately; a message confirms "Small Loans enabled" (or disabled). You do not need to save.
When a product is turned off, its heading disappears from everyone's left-hand menu and its dashboard tiles are hidden. Its records are not deleted: turn it back on and they are there again.
Turning off a product your branches are using stops staff from working on its loans or goals straight away. Agree it with your branches first.
Changing a product's configuration
When a product is enabled, its card shows its configuration fields.
- Change the fields you need on one or more product cards.
- Select Save Product Configuration. Until you do, the screen shows "You have unsaved changes".
A message confirms "Product configuration saved successfully".
Small Loans configuration
| Field | What it does |
|---|---|
| Require Loan Approvals | On: every new application goes through CO Review, ALM Review and BM Review. Off: new applications skip the approval chain and are ready to disburse straight away (status BM Approved). Disbursement is always a separate step either way. Only applications created after the change are affected. |
| Default Interest Rate (%) | The interest rate used for an application that is submitted without a rate of its own. The New Loan Application form always submits the rate entered on the form, so check the rate on every application rather than relying on this setting. |
| Min Loan Amount, Max Loan Amount, Max Term (Months), Require Group Membership | Saved with your configuration, but not currently checked when an application is captured. They do not limit applications. |
Savings Club configuration
| Field | What it does |
|---|---|
| Interest Rate (%) | The interest rate applied to Savings Club goals. It is used to calculate the interest earned on contributions and in goal calculations. |
| Min Contribution, Max Goal Amount, Cycle Length (Months) | Saved with your configuration, but not currently checked when goals are created or contributions recorded. |
None of the settings on this screen lock once money has been charged. They can be changed at any time. A change applies from that point on; it does not recalculate existing loans or goals.
Branding
Your organisation's logo and colour.
Uploading a logo
- Open the Branding tab.
- Under Logo, select Upload Logo and choose the file. PNG, JPG, SVG or WebP files up to 2MB are accepted; 200 x 200 pixels is recommended.
The logo is uploaded as soon as you choose it, and "Logo uploaded" confirms it.
Setting the primary colour
- Under Primary Color, enter a six-digit colour code in Hex Color, for example
#2C553C. The Preview shows sample buttons in that colour. - Select Save Branding.
"Branding saved" confirms the change.