User
User Maintenance
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User Maintenance
Last updated
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In Mobiloan, Users represent system operators—such as loan originators, evaluators, payers, and other roles—with defined access rights and permissions.
The User Maintenance module allows you to add, edit, or remove users within your Mobiloan instance.
As shown in the screenshot below, all existing users for your branch or instance will appear in the Branch Users table.
Selecting a user from the table will present you with several administrative options, including:
Reset Password – Reissue the user’s login credentials.
Reset Signature – Clear and allow re-capture of the user's digital signature.
Reset Portrait – Remove and update the user’s profile photo.
Delete / Merge – Remove the user or merge their profile with another if necessary.
For more information on how to create a new user - slect the FAQ Link below :
Select the options button to view the available aggregation options:
Additional Options - Loan Summary
This option allows users to view the number of loans done , as shown in the screenshot below.
This option allows users to view a summary of the number of users assigned to each role, as shown in the screenshot below.
This feature allows you to compare the rights and permissions of two different roles, as shown in the screenshot below.
View Updates and changes made to users by selecting the Audit log option.
For more information on evaluating an audit log, select the page link below:
