Maintenance Rights

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Edit and View Only Rights

This permission set includes both View and Edit rights, allowing for granular control over user access to system data and functionalities.

• View-Only Access:

  • Enabling only View rights ensures that users can access and review information within the system without making any modifications.

  • Users with View-only access can query data, inspect records, and generate reports, but they cannot create, delete, or update any existing objects.

• Edit Access:

  • Granting Edit rights allows users to modify, update, or delete existing records, as well as create new entries where applicable.

Edit Right	Description
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
Paydate	Allows the user to view/edit employer paydates
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

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Client Hold Rights

Enable hold statuses (of client's) that you wish to allow editing / updates to be made on :

System Auto Hold

There are system-generated client hold statuses to support automated Handover and Write-off actions, while preserving any existing manually applied hold statuses:

• System Auto Write-off: Automatically handles write-offs when flagged.

• System Auto Hold: Applied automatically when a hold is needed during processes.

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Employer Rights

Option	Description
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

Roles Authorized for New User Assignment

This selection menu determines the specific roles that a user is permitted to assign when creating new user accounts.

• It defines which user roles this particular user can create, ensuring they are restricted to assigning only the pre-approved roles within the system.

• When this role initiates the creation of a new user, their ability to assign roles will be limited to the options configured in this setting.

This feature helps maintain structured role management and prevents unauthorized role assignments.