System Settings
The Admin Page serves as the control center for designated administrators, empowering them to efficiently manage and oversee various aspects of the platform.
Last updated
The Admin Page serves as the control center for designated administrators, empowering them to efficiently manage and oversee various aspects of the platform.
Last updated
Complete the fields with complete and up-to-date information about your institute.
You can configure the days when your institution is open or closed from this section.
In this section, you can update the fiscal year of your institution so that all financial reporting can be aligned with your internal accounting cycle.
Fiscal Year is a 12-month period starting on the day and month that your financial year begins.
Select 'Branch', click 'Add New Branch', fill in the details, and Save.
Select 'Roles & Permissions', click 'Add New Role', fill in the form, tick the permissions that you want that role to have, and create.
Select 'Staff', click 'Add New Staff', fill in the correct information in each of the categories, and save.
To deactivate a staff member, open their details and scroll down to the bottom of the page. Enter the reason for deactivation and proceed with the deactivation.
Select 'Fee Settings', click 'Add New Fees', fill in the appropriate information, and save.
Select 'Loan Settings', click 'Loan Products' then 'Add New Loan Product', fill in the appropriate information, and save.
You can automatically freeze a percentage of the loan by specifying the percentage on the loan product.
You can create a loan product for a specific branch by selecting 'no' under all branches, and then selecting the desired branch.
You can enter qualification requirements into the systen, so that loan applications can be automatically processed, approving those that meet the criteria and rejecting those that do not.
When on the loan settings page, select 'Collateral Categories' to view existing categories and add new ones with 'Add New Category'.
Organize your registered collateral by assigning it to specific categories. For example, when registering a laptop, you can categorize it as electronics.
Click on 'Loan Settings' and then 'Add New Loan Provision'. Enter the number of days and percentage for the provision.
Select 'Savings Settings', click ' Add New Savings Product', input the suitable information, and save.
Select 'Shares Settings' and specify the amount you wish your share value to reflect.
Click 'Working Hours', select a branch, and set working hours for the working days as well as the branch roles.
Ensure that the time on your computer is accurate as the system relies on it.
Your employees will not be able to access the system outside of the designated working hours.
You can set the working hours for all branches at the same time by clicking 'All Branch Working Hours'.
