🔹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.
Adding a New Role
Input the name of the role that you want to add permissions to
Permissions
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.
Mobile Account
This allows the staff member to add, modify, view, or delete a client's mobile account using our ZimbaGo App.
Account
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.
Debtors
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.
Creditors
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.
Receivables
Determines if the staff can manage accounts receivable. This includes adding, editing, deleting, or viewing outstanding amounts owed to the organization.
Payables
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.
Tax Payment Entry
Allows staff to enter details for tax payments. This includes adding, editing, deleting, or viewing records related to tax payments made by the organization.
Inter Branch Requests
Allows staff to submit, review, modify, or cancel cash requests between different branches of the organization.
Bank Account
Enables staff to manage bank accounts associated with the organization. This includes adding, editing, deleting, or viewing bank account details and transactions.
Staff Cash Account
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.
Savings 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.
Safe Account
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.
Non Physical Asset
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.
Physical Asset
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.
Asset Sale
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.
Maintenance Schedule
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.
Linked Zimba Go Accounts
This includes accounts within the Zimba Go platform that are associated with clients borrowing from other institutions also using Zimba's services.
Staff
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.
Institution Roles
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.
Master Admin
It is typically used by funders or stakeholders to monitor and assess the institution's growth and performance.
Accessible Branches
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.
Services Access
Staff can access the services under the client details to add, change, or view the link to the apps.
Client Account
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.
Business
Staff can manage clients' businesses by adding, editing, deleting, or viewing details related to their businesses within the system.
Employer
Staff can manage information related to a client's employer by adding, editing, deleting, or viewing employer details.
Beneficiary
Staff can manage client beneficiary information by adding, editing, deleting, or viewing details about beneficiaries associated with a client's account.
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.
Branch
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.
Loan
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.
Guarantors
Staff can manage guarantor information by adding, editing, deleting, or viewing details related to guarantors.
Collaterals
Staff can manage collateral by adding, editing, deleting, or viewing details.
Loan Schedule
Staff can view repayment schedules.
Collateral Categories
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.
Loan Provision Range
Staff can manage the loan provision range by adding, editing, deleting, or viewing the set parameters for loan provisions.
Account Opening Fees
Staff can manage account opening fees by adding, editing, deleting, or viewing the charges associated with opening new accounts for clients.
Bank Closed Days
Staff can manage bank closed days by adding, editing, or viewing the days when the bank (Your institution) will be closed.
Bank Closed Holidays
Staff can manage bank closed holidays by adding, editing, or viewing the holidays when the bank (Your institution) will be closed.
Loan Fees
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.
Loan Product
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.
Working Hours Branch
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.
Transaction Charges
Staff can manage transaction charges, including fees for deposits, withdrawals, and transfers, by adding, editing, deleting, or viewing the associated costs within the organization.
Branch Role Working Hours
taff can manage branch role working hours by adding, editing, deleting, or viewing the operational hours assigned to specific roles within a branch.
Recurring Fees
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.
System Settings
Staff can manage system settings by configuring and adjusting parameters that control how the Zimba Core Banking Software operates
Dividends Payable
Staff can manage dividends payable by adding, editing, deleting, or viewing details related to dividends that the organization owes to shareholders or members.
Dividends Payouts
Staff can manage dividends payouts by adding, editing, deleting, or viewing details related to distributing dividends to shareholders or members of the organization.
Shares Dividends
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.
Share Purchases
Staff can manage share purchases by adding, editing, or viewing details related to the acquisition of shares in the organization by shareholders or investors.
Share Register
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.
Share Transfers
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.
Sms Outbox
Staff can manage the SMS outbox by adding and viewing messages that are have been sent from the organization to clients.
Senderids
Staff can manage sender IDs by adding, editing, deleting, or viewing the identifiers used to send messages from the organization to clients
Scheduled Sms
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
Sms Types
Staff can manage SMS types by adding, editing, deleting, or viewing different categories of SMS messages.
Sms Topup Transactions
Staff can manage SMS top-up transactions by adding, or viewing details related to the purchase of additional SMS credits.
Data Importer Batch
Staff can manage data importer batches by adding, editing, deleting, or viewing batches of data imported into the system from external sources or files.
Data Importer Chart Accounts
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.
Audit Trail Logs
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.
Tags
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.
Data Importer Loan Batches
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.
Data Importer Clients
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.
Data Importer Client Accounts
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.
Data Importer Loan Records
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.
Attachment
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.
Workflow Task
Staff can manage workflow approvals by viewing the individuals designated to approve tasks within the organization's system, ensuring tasks are processed efficiently.
Workflow Request
Staff can manage workflow requests by initiating, viewing, and approving tasks within the system
Workflow Level
Staff can manage workflow levels by setting, editing, deleting, viewing, or adjusting stages within processes in the system
Scrutiny Workflow
Staff can manage scrutiny workflows by creating, setting, editing, deleting, viewing, or adjusting stages within the system. This includes establishing new workflows
Workflow Condition
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.
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