🔹Staff Accounts

Creating a staff saving/ loan wallet

Select 'Staff' within system settings, locate the desired staff member, and select their name to access their details. From there, follow the arrow to 'Add Account' and opt for either a savings account or a loan wallet. The created account will then appear in the clients' list, granting access to savings/loan products similar to client accounts.

Cross-branch access allows employees from different branches of an organization to access relevant data, applications, or resources, fostering collaboration and enabling efficient communication and workflow management across various locations.

Limit payment method for staff

Click on 'Staff' and select the staff member whose payment methods you want to limit. Under roles and regulations, you will see 'Allowed Payment Methods', where you can choose which methods they can access.