Creating a new user

How to Create and Edit Users

Navigate to Maintenance >> User

Initially, the main table will present the existing users that are linked to the current branch

  • Select to create a New User.

  • Select an existing user from the table, in order to edit the user details.

You can search for a user and also make use of the available column filters

The screenshot below depicts all the requirements when creating a new user in Mobiloan.

Details required when creating a new user

Role Configuration

Roles have to be predefined before assigning to users. For more information on Configuring Role Right, click here.

Branch Restrictions

It is good practice to have designated branches for each user created in Mobiloan.

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