Permissions References

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

Account_transfer

READ STANDINGINSTRUCTION

Configuration

CREATE CODEVALUE

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

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

DECLINEFor ACCOUNTTRANSFERexample,

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

DECLINEAMLFINAL ACCOUNTTRANSFER

EXECUTE ACCOUNTTRANSFER

LEDGERTOSUBLEDGER ACCOUNTTRANSFER

SETSENT ACCOUNTTRANSFER

SUBLEDGERTOLEDGER ACCOUNTTRANSFER

READ STANDINGINSTRUCTION

Account_transferAuthorisation

APPROVECREATE ACCOUNTTRANSFERUSER

DECLINECREATE ACCOUNTTRANSFER

DECLINEAMLCHECKER
DELETE ACCOUNTTRANSFER

DECLINEAMLFINALUSER ACCOUNTTRANSFER

EXECUTE ACCOUNTTRANSFER

LEDGERTOSUBLEDGER ACCOUNTTRANSFER

SETSENT ACCOUNTTRANSFER

SUBLEDGERTOLEDGER ACCOUNTTRANSFER

CHECKER
READ STANDINGINSTRUCTIONUSER
UPDATE USER
UPDATE USER CHECKER

AccountingConfiguration

READ GLACCOUNT

CREATE JOURNALENTRY

CREATE JOURNALENTRY CHECKERADMIN