Introduction

Access the “Users” Screen

The “Users” screen is available in the “Settings” workplace, under the “Accounts” section.

It is available to users who have “System administration” permission.

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From the “Users” screen, an authorized user can:

• Add new users and define their permissions

• View and edit user details

• Edit user details and permission

• Delete users

Add a User: define the User detail, permissions, and branch

Navigate to the “Users” screen (Settings → Accounts → Users), and click the “Add user” button.

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The “Add user” window will pop-up. This is where you can define the basic user details and permissions.

Define Basic User Details

Define the basic user details:

• Login: Used to enter the system
  Latin alphabet and numbers

• Password: Used to enter the system. Password requirements can be defined in the Configuration.

• First name and Last name

• Email: Valid email address

• Phone: Phone number

Define User Permissions

User permissions define what actions the user can do in the system.

• Select specific permissions: click the boxes to check them

• Select all: click the button and all the permissions will be checked.
  You can then uncheck some of them.

• Clear all: click the button to remove all the checks.

To the right of each permission, there is an information icon. Hover over the icon to see details of the permissions. Learn more about the available permission in the User Permissions article.

Assign User to a Branch

At the bottom of the page, you can define the branch to which the user will be assigned.

Click the three dots below the “Branch” header and select the branch in the drop-down menu.

If the “Allow access to loans linked to any branch” flag is enabled, the user can access all loans, regardless of their branch. This can be done if the branches are used for purposes other than access permissions (e.g. mimicking the actual company structure).

If the flag is disabled, the user can access only the loans that:

• are assigned to the user’s branch

• are not assigned to any branch (if this is allowed for the user’s branch)

View and Edit User Details

Find a User

To find a specific User you can filter the User List (Settings → Accounts → Users), or search for a specific key.

You can filter the list by branches or permissions.

Click the dropdown arrow and all available branches/permissions will be displayed.

Check the options and only Users that belong to at least one of these branches or have at least one of these permissions will be displayed on the list.

To search, enter a search key in the “Search” field. Only users who have the key in their name, login, or email will be displayed in the list.

View and Edit User Details

Click the pencil icon in the Actions tab to the right from the user details to get to the “Edit user” screen. It is similar to the “Add user” tab. You can redefine most of the fields in the same way as when creating a user. The only setting that cannot be edited is the user’s login.

Delete a User

Click the trash bin icon in the Actions tab to the right from the user details to delete a user.