3. User Configuration
Setting the user restrictions and assigning branches to both branch and master allps profiles in Mobiloan.
Last updated
Setting the user restrictions and assigning branches to both branch and master allps profiles in Mobiloan.
Last updated
The branch and master users have unique configurations that are determined for their respective roles within Mobiloan..
Select the 'User Configuration' option from the dropdown menu of the corresponding user.
If you are configuring a branch user, use the configuration template for branch users provided below to set the appropriate configuration values.
If you are configuring a master user, use the configuration template for master users provided below to set the appropriate configuration values.
The master user is less restrictive than the branch user and importantly must allow for commission payouts (future client deduction required must be switched off).
To assign mobiloan_master_[org name] and mobiloan_branch_[org name] to all available branches.
Select the 'assign branches' option from the dropdown menu.
From the list of branches, tick the branch that you belong to.
Thereafter select the branches you wish to assign to this profile!
Do this for both branch and master users!
