Permissions References

Back Office

Permission	Function
Account_transfer	APPROVE ACCOUNTTRANSFER DECLINE ACCOUNTTRANSFER DECLINEAML ACCOUNTTRANSFER DECLINEAMLFINAL ACCOUNTTRANSFER EXECUTE ACCOUNTTRANSFER LEDGERTOSUBLEDGER ACCOUNTTRANSFER SETSENT ACCOUNTTRANSFER SUBLEDGERTOLEDGER ACCOUNTTRANSFER READ STANDINGINSTRUCTION
Accounting	READ GLACCOUNT CREATE JOURNALENTRY CREATE JOURNALENTRY CHECKER

Permission

Function

Account_transfer

APPROVE ACCOUNTTRANSFER

DECLINE ACCOUNTTRANSFER

DECLINEAML ACCOUNTTRANSFER

DECLINEAMLFINAL ACCOUNTTRANSFER

EXECUTE ACCOUNTTRANSFER

LEDGERTOSUBLEDGER ACCOUNTTRANSFER

SETSENT ACCOUNTTRANSFER

SUBLEDGERTOLEDGER ACCOUNTTRANSFER

READ STANDINGINSTRUCTION

Accounting

READ GLACCOUNT

CREATE JOURNALENTRY

CREATE JOURNALENTRY CHECKER

Client Support

Permission	Function
Account_transfer	READ STANDINGINSTRUCTION
Configuration	CREATE CODEVALUE
Portfolio	CREATE ADDRESS CREATE ADDRESS CHECKER DELETE ADDRESS DELETE ADDRESS CHECKER READ ADDRESS UPDATE ADDRESS UPDATE ADDRESS CHECKER ACTIVATE CLIENT ACTIVATE CLIENT CHECKER CLOSE CLIENT CREATE CLIENT CREATE CLIENT CHECKER DELETE CLIENT DELETE CLIENT CHECKER READ CLIENT REJECT CLIENT REJECT CLIENT CHECKER UPDATE CLIENT UPDATE CLIENT CHECKER UPDATESAVINGSACCOUNT CLIENT CREATE CLIENTNOTE CREATE CLIENTNOTE CHECKER DELETE CLIENTNOTE DELETE CLIENTNOTE CHECKER READ CLIENTNOTE UPDATE CLIENTNOTE UPDATE CLIENTNOTE CHECKER CREATE DOCUMENT CREATE DOCUMENT CHECKER DELETE DOCUMENT DELETE DOCUMENT CHECKER READ DOCUMENT UPDATE DOCUMENT UPDATE DOCUMENT CHECKER CREATE FAMILYMEMBERS DELETE FAMILYMEMBERS READ FAMILYMEMBERS UPDATE FAMILYMEMBERS CREATE SAVINGSACCOUNT CREATE SAVINGSACCOUNT CHECKER DELETE SAVINGSACCOUNT DELETE SAVINGSACCOUNT CHECKER READ SAVINGSACCOUNT
Report	VIEW CLIENT SUMMARY
Client Transactions	READTRANSACTION CLIENT
Savings Transactions	READ ACCOUNTTRANSFER

Reports

Permission	Function
Reports	Enables users to access the reporting section, choose relevant reports, review data, and download reports as needed. For example, View Active Clients - Email View Active Group Leaders - Email View Active Loan Clients - Email View Active Loan Summary per Branch View Active Loans - Details

Permission

Function

Reports

Enables users to access the reporting section, choose relevant reports, review data, and download reports as needed.

For example,

View Active Clients - Email
View Active Group Leaders - Email
View Active Loan Clients - Email
View Active Loan Summary per Branch
View Active Loans - Details

Manage Users

Permission	Function
Authorisation	CREATE USER CREATE USER CHECKER DELETE USER DELETE USER CHECKER READ USER UPDATE USER UPDATE USER CHECKER
Configuration	READ ADMIN

Note: