Staff
In this section, you can manage staff accounts, including adding, editing, assigning permissions, deactivating, and other administrative tasks.
Last updated
In this section, you can manage staff accounts, including adding, editing, assigning permissions, deactivating, and other administrative tasks.
Last updated
To add a new staff member, simply click on the "Add New Staff" button, fill in the required form, and then save the details.
Allowed Days for Back Dating Records: This setting restricts staff members to inputting past records within a specified number of days. For example, if you set it to 7 days, staff can only backdate records up to one week from the current date.
This section allows you to store and manage details about the staff member's family. Keeping this information can be useful for various administrative purposes, such as emergency contacts, insurance beneficiaries, or understanding personal commitments that may affect work.
Creating Savings/Loan Accounts for Staff Members: If your institution permits staff to participate in savings or apply for loans, enabling this option automatically creates accounts for staff members under clients.
You can include any relevant comments or notes about staff members in this section.
Click on the staff member's name to access and view their detailed information.
Scroll to the bottom, locate the red box, enter the reason for deactivation, and then click the "Deactivate Staff" button.
Click 'Add Branch Access' to assign branches to the staff member. You can choose all branches or select specific ones. If you want them to access only their assigned branch, you don't need to click this button; access will be automatically granted to their default branch.
If your staff members also participate in getting loans or saving with your institution, you can create an account for them by selecting 'Add Account.' This will allow them to save and apply for loans. The account will be accessible on the client side.
Under 'Roles & Permissions,' you can assign roles created in the Roles & Permissions section. These roles will grant the staff member the selected permissions. Click 'Attach Role' and choose one or more roles for the staff member.
This section lets you control which payment methods a staff member can use. For example, a cashier may handle withdrawals and deposits with cash but not access the bank account. Select 'Update Methods,' choose the allowed payment methods, and save.
If you need to grant extra permissions to a specific staff member beyond their assigned roles, select 'Permissions' and check the additional permissions. Permissions from roles are shown in grey, while permissions added directly to the staff member are shown in green.
Select the camera icon to add a profile photo of your staff.
Select this icon to edit staff details
