Maintenance Rights

Configuring Maintenance permissions for users

Fine tune the permissions of your users by configuring the maintenance rights shown below

Maintenance menu rights

Disabling an item here will hide the menu item in the maintenance menu altogether.

menu rightsDescription

Agent

Allows the user to view, edit and create Agents

Area

Allows the user to view, edit and create new areas using the Google Map

Client

Allows the user to load and view clients as well as information in the Client Menu

Loan

Allows the user to load and view loans as well as information in the Loan Menu

Device

Allows the user to view, edit and create new devices

User

Allows the user to view, edit and Create New Users in Mobiloan

Supplier

Allows the user to view, edit and create new suppliers which are used in administrative expense capturing

Client Hold Rights

Configure hold statuses and assign corresponding permissions to users based on their role. This allows for granular control over which users can modify and apply hold statuses.

Employer Rights

OptionDescription

Limit employer to single branch

Restricts an employer to operating from a specific branch

Blacklist employer

Prevents an employer from being used for new loan applications

Assign employer to online app

Designates an employer as eligible for online loan applications

Assign employer discount on loan product

Applies a specific discount to loans for this employer

Assign payroll employer

Indicates that the employer is a payroll client

Lock employer defaults

Prevents changes to the employer's information

Authorized Roles for new assignment

Select the Roles that you will allow this user to create new users for:

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