Tools Rights
Customize user access to tools functionality by selecting the appropriate permissions below. If no options are selected, the user will have no access to the tools menu.
Tools Menu Rights
You can set which menu options the user has access to in the Tools menu by ticking the following options which correspond to each menu item in the Tools Menu:
Bulk Client On hold
Allows access to the "Bulk Hold" option which allows users to change the hold status of client's in bulk
Payroll Remittance
Allows access to the payroll module which enables users to generate and send out payroll remittances / bulk receipt payroll loans.
Reports and Data Exports
Enables access to the data export module - which allows for bulk data to be exported.
Independent credit checks
Allows for credit enquiry outside of the loan origination process.
View Audit Logs
Enables access to the audit log feature - which enables am audit search on any of Mobiloan's data models.
Payout agent commission
Enables user to payout pending commission
Payout broker commission
Enables user to payout pending broker commission
View agent and broker commission only
Enables user to view agent and broker commission only, but not payout.
Affordability Assessment
Allows users to perform an independent affordability assessment for an existing client.
Additional feature - fileshare rights
Customize user access to the Fileshare feature (This functionality allows users to upload attachments and generate shareable links, referred to as Fileshare objects) by selecting the appropriate permissions.
If no options are selected, the Fileshare feature will not appear in the Tools menu.
Read Only Access
Allow users to view but not edit fileshare objects
Version History Access
Allow users to access the version history of a file share object
Download Fileshare
Allow users to download the fileshare object
Add Fileshare
Allow users to create fileshare objects
Delete Fileshare
Allow users to delete fileshare objects
The remaining voice call and messaging rights, which have not been explicitly documented, are largely self-explanatory and can be reviewed in the screenshot below.
Additional feature - asset register rights
Customize user access to the Asset Register feature (This tool allows users to keep a list of assets within the company /branch scope)
If no options are selected, the Asset Register feature will not appear in the Tools menu.
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