🔹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.

taff Details

The Staff Details section allows you to create and manage staff records within the system. Each staff member’s account controls their access, roles, and the actions they are allowed to perform.

What You Can Manage Under Staff Details

1. General Information

This includes:

• First name and last name

• Branch where they are assigned

• Gender

• Email and phone number

• Staff ID

• Job title / position

You can also set Allowed Days for Backdating Records here. This controls how many days backward a staff member can post a transaction. For example, if you set 2 days, the staff can only enter transactions up to 2 days back from the current date. This helps prevent misuse and ensures accountability.

2. Family / Next of Kin Information

You can record:

• Next of kin name

• Contact

• Address

• Relationship to staff This is important for HR and emergency reference.

3. Other Information

Under this section, you can:

• Upload the staff signature

• Add other attachments (e.g. ID copies, employment contract)

• Add extra notes about the staff if needed

4. Roles & Permissions

You can attach one or more roles to a staff account depending on what actions they should be allowed to perform in the system. Example roles include: Loans Officer, Teller, Branch Manager, System Admin, etc.

5. Allowed Payment Methods

Here you can choose which payment methods the staff user can access when posting transactions (e.g. cash, cheque, savings). This helps restrict users to only the methods relevant to their role.

Deactivating Staff

If a staff member leaves the institution or is no longer active:

• Scroll to the bottom of their profile

• Enter a reason for deactivation

• Click Deactivate Staff

Once deactivated, the staff member will no longer be able to log in or perform any actions in the system.