User

Welcome to User Maintenance

In Mobiloan, users are connected to you as the end user and are generally assigned roles such as loan originators, evaluators, payers, or other designated positions, each with defined access rights and permissions. This module allows you to add, modify, or delete users within your Mobiloan instance.

As shown in the screenshot below, the Branch Users table lists all existing users linked to your branch or instance. (Simply select a user from teh table to begin editing).

User Maintenance Table

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Creating New Users

Step 1: Initial User Setup

1. Navigate to User > New User

2. Enter Required Information:

   • ID Number

   • First Name

   • Surname

   • Cellphone

   • Role Assignment (e.g., loan originator)

3. Optional Fields:

   • Employee Number

   • Email Address

   • Profile Picture (via Select photo or Take photo)

   • Citizenship Status (SA Citizen or Foreigner)

4. Click Next

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Step 2: Security Configuration

1. Enable Surephrase on Login

   • Sets up 8-digit security phrase

   • Provides additional 2FA security

   • Randomizes required letters during login

2. Review and Set Authorized Branches

3. Click Save

Step 3: First-Time Login Process

1. Access Mobiloan demo page within 24 hours of creation

2. Use temporary password: First 6 digits of user's ID Example: For ID 960102089187, use 960102

3. Click Login

Step 4: Password Setup

1. On the User Maintenance page:

   • Click Next if not automatically selected

   • Create new login password

   • Ensure password meets security requirements:

     • Minimum 8 characters

     • Mix of uppercase and lowercase letters

     • Include numbers and symbols

     • Aim for 4-5/5 strength rating

2. Save new password

Important Notes

• Complete setup within 24 hours to prevent account archival

• Monitor password strength indicator while setting password

• Only administrators can reactivate archived accounts

• Password strength updates in real-time during creation

This reformatted guide provides a clearer structure with logical grouping of related steps and important information highlighted for better user comprehension.

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Additional User Options

Access additional functionalities by clicking the secondary options button, situated to the right of the New Area Button.

Option	Description
Loan Summary	Adds a column to the main table displaying the summary loan count for each user.
Role Comparison	Generates a concise summation of roles assigned to users.
Role Comparison	Allows comparison of different roles within the system, highlighting differences in access rights and permissions.
Password Audit	Provides a summarized audit of password strength and security, identifying weak or expired passwords for users.
Audit Logs	Offers access to a log of system activities, including user actions, changes, and timestamps for review.
Export table	Enables exporting the current table data to CSV or Excel formats for external analysis or reporting.

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Mobiloan Pages: operator_detail; operator_selection