🔹Roles & Permissions
Create roles within your institution to assign to staff members based on their responsibilities. Customize these roles to control what each staff member can see and do.
Last updated
Create roles within your institution to assign to staff members based on their responsibilities. Customize these roles to control what each staff member can see and do.
Last updated
Input the name of the role that you want to add permissions to
These are the permissions you will assign to the role. What you tick determines what they can see and do. What you don't tick, they won't have access to.
This allows the staff member to add, modify, view, or delete a client's mobile account using our ZimbaGo App.
This set of permissions relates to the accounting section of the system. You can choose if staff can add accounts (such as expenses and incomes), register transactions, make cash transfers between bank and cash accounts, delete accounts, or view statements and transactions.
Determines if the staff can manage debtors who are not clients (e.g., a supplier who owes money). This includes adding, editing, deleting, or viewing debtor information.
Determines if the staff can manage creditors (e.g., a vendor to whom money is owed). This includes adding, editing, deleting, or viewing creditor information.
Determines if the staff can manage accounts receivable. This includes adding, editing, deleting, or viewing outstanding amounts owed to the organization.
Determines if the staff can manage accounts payable. This includes adding, editing, deleting, or viewing amounts the organization owes to vendors, suppliers, or other parties.
Allows staff to enter details for tax payments. This includes adding, editing, deleting, or viewing records related to tax payments made by the organization.
Allows staff to submit, review, modify, or cancel cash requests between different branches of the organization.
Enables staff to manage bank accounts associated with the organization. This includes adding, editing, deleting, or viewing bank account details and transactions.
Enables staff to manage cash accounts designated for staff use within the organization. This includes adding, editing, deleting, or viewing transactions and balances related to these accounts.
Enables staff to manage savings accounts held by clients or members of the organization. This includes adding, editing, deleting, or viewing the saving accounts.
Enables staff to manage safe accounts within the organization. This includes adding, editing, deleting, or viewing transactions and balances related to these accounts, typically used for storing physical currency.
Refers to assets that do not have a physical presence, such as bonds and security. Staff may manage these assets by adding, editing, deleting, or viewing relevant information and transactions.
Refers to tangible items owned or used by the organization, such as equipment, vehicles, or real estate. Staff may manage these assets by adding, editing, deleting, or viewing relevant information and transactions related to their maintenance, depreciation, or usage.
Refers to the process of selling a company's assets. Staff with permission can manage asset sales by recording, editing, deleting, or viewing details related to the sale transactions and associated documentation.
Refers to the planned schedule for maintaining physical assets within the organization. Staff can manage maintenance schedules by adding, editing, deleting, or viewing details related to scheduled maintenance tasks.
This includes accounts within the Zimba Go platform that are associated with clients borrowing from other institutions also using Zimba's services.
Staff can manage other staff members by viewing, adding, editing, and deleting their profiles. They can also grant cross-branch access to staff members. Additionally, they may have permissions to add another institution admin, enabling them to assign administrative roles to others within the organization.
Refers to clients associated with institutions or groups served by the organization. Staff can manage these clients by viewing, adding, editing, or deleting their profiles.
It is typically used by funders or stakeholders to monitor and assess the institution's growth and performance.
Staff can manage accessible branches by adding, editing, deleting, or viewing branch details within the system. This includes configuring permissions and access rights for staff members across different branches of the organization.
Staff can access the services under the client details to add, change, or view the link to the apps.
Staff can manage client accounts by adding new accounts, exempting fees, viewing reports, and conducting deposits and withdrawals on behalf of clients within the system.
Staff can manage clients' businesses by adding, editing, deleting, or viewing details related to their businesses within the system.
Staff can manage information related to a client's employer by adding, editing, deleting, or viewing employer details.
Staff can manage client beneficiary information by adding, editing, deleting, or viewing details about beneficiaries associated with a client's account.
A beneficiary is a person or entity designated to receive benefits or funds from the client's account, such as in the event of the client's death or as specified by the client.
Staff can manage client information by adding, editing, deleting, or viewing client profiles and related details within the system. This includes personal information, account details, and other relevant client data. Staff also have the permission to convert a non-member to a member, enabling the client to transition from a non-savings status to a savings status.
Staff can manage branch information by adding, editing, deleting, or viewing branch details within the system. This includes modifying SMS settings and share settings associated with each branch.
Staff can be added permissions to add, approve, modify, decline, delete, disburse, reschedule loans; exempt fees; add notes; process early pay-offs, payments, and top-ups; update terms; view reports; and waive interest and penalties.
Staff can manage guarantor information by adding, editing, deleting, or viewing details related to guarantors.
A guarantor is a person or entity that agrees to be responsible for a client's loan if the client fails to repay it.
Staff can manage collateral by adding, editing, deleting, or viewing details.
Collateral refers to assets pledged by a client to secure a loan, which can be seized if the client defaults on the loan.
Staff can view repayment schedules.
Staff can manage collateral categories by adding, editing, deleting, or viewing different types of collateral. This includes categorizing assets such as real estate, vehicles, equipment, or other valuables used to secure loans.
Staff can manage the loan provision range by adding, editing, deleting, or viewing the set parameters for loan provisions.
Staff can manage account opening fees by adding, editing, deleting, or viewing the charges associated with opening new accounts for clients.
Staff can manage bank closed days by adding, editing, or viewing the days when the bank (Your institution) will be closed.
Staff can manage bank closed holidays by adding, editing, or viewing the holidays when the bank (Your institution) will be closed.
Staff can manage loan fees by adding, editing, deleting, or viewing the charges associated with loans, such as disbursement fees, repayment fees, or upfront fees.
Staff can manage loan products by adding, editing, deleting, or viewing details related to different types of loans offered by the organization, including terms, interest rates,etc.
Staff can manage branch working hours by adding, editing, or viewing the operational hours for a branch. This includes specifying opening and closing times for different days of the week.
Staff can manage transaction charges, including fees for deposits, withdrawals, and transfers, by adding, editing, deleting, or viewing the associated costs within the organization.
taff can manage branch role working hours by adding, editing, deleting, or viewing the operational hours assigned to specific roles within a branch.
Staff can manage recurring fees by adding, editing, deleting, or viewing charges that occur regularly for services provided to clients or within the organization's operations.
Staff can manage system settings by configuring and adjusting parameters that control how the Zimba Core Banking Software operates
Staff can manage dividends payable by adding, editing, deleting, or viewing details related to dividends that the organization owes to shareholders or members.
Staff can manage dividends payouts by adding, editing, deleting, or viewing details related to distributing dividends to shareholders or members of the organization.
Staff can manage shares dividends by adding, editing, deleting, or viewing details related to dividends distributed to shareholders based on their ownership of shares in the organization.
Staff can manage share purchases by adding, editing, or viewing details related to the acquisition of shares in the organization by shareholders or investors.
Staff can manage the share register by adding, editing, or viewing details related to the ownership of shares in the organization by shareholders or investors.
Staff can manage shares transfer by adding, editing, or viewing details related to the transfer of ownership of shares between shareholders or investors within the organization.
Staff can manage the SMS outbox by adding and viewing messages that are have been sent from the organization to clients.
Staff can manage sender IDs by adding, editing, deleting, or viewing the identifiers used to send messages from the organization to clients
Staff can manage scheduled SMS messages by adding, editing, or viewing messages that are set to be sent at specific times from the organization to clients
Staff can manage SMS types by adding, editing, deleting, or viewing different categories of SMS messages.
Staff can manage SMS top-up transactions by adding, or viewing details related to the purchase of additional SMS credits.
Staff can manage data importer batches by adding, editing, deleting, or viewing batches of data imported into the system from external sources or files.
Staff can manage the chart of accounts imported into the system by adding, editing, deleting, or viewing details related to financial categories, classifications, and structures used for accounting purposes.
Staff can manage audit trail logs by viewing records of activities such as loan applications, approvals, disbursements, and payments within the system, used for tracking and auditing purposes.
Staff can manage tags by adding, editing, deleting, or viewing labels used to categorize branches, such as by region or other criteria, within the system. This helps organize and classify branches for easier management and analysis.
Staff can manage data importer loan batches by adding, editing, deleting, or viewing batches of loan data imported into the system from external sources or files.
Staff can manage data importer clients by adding, editing, deleting, or viewing batches of client data imported into the system from external sources or files. This includes managing details related to client profiles.
Staff can manage data importer client accounts by adding, editing, deleting, or viewing batches of client account data imported into the system from external sources or files. This includes managing details related to client accounts, and associated transactions.
Staff can manage data importer loan records by adding, editing, deleting, or viewing batches of loan records imported into the organization's system from external sources or files. This includes managing details related to loan applications, approvals, disbursements, payments, and associated client information.
Staff can manage attachments, including images and files, by adding, editing, deleting, or viewing documents associated with records within the system. This facilitates documentation and reference for various transactions and activities.
Staff can manage workflow approvals by viewing the individuals designated to approve tasks within the organization's system, ensuring tasks are processed efficiently.
Staff can manage workflow requests by initiating, viewing, and approving tasks within the system
Staff can manage workflow levels by setting, editing, deleting, viewing, or adjusting stages within processes in the system
Staff can manage scrutiny workflows by creating, setting, editing, deleting, viewing, or adjusting stages within the system. This includes establishing new workflows
Staff can manage workflow conditions by defining, editing, deleting, viewing, or adjusting criteria within the system. This includes setting conditions that determine how tasks or processes progress based on specified rules or requirements. Then you can create/ update the role.
