After you sign up to Mambu, you'll receive an email confirming your registration and a link where you'll be able to login using the username and password you chose.

Successful Login? Welcome to Mambu!

Are you the first person in your organization to login?

Then you will see that there is no information in the system, no clients, no products, accounts, or other users. The database is empty and you will need to add that information before start using Mambu.

This is a simple process that doesn't require any particular technical skills, but the person doing it should know how your organization works in detail, its processes and policies. So if you want to pass this task to someone else, all you need to do at this point is to create a new user in Mambu and set the appropriate permissions so that the new user can access Mambu and start populating it.

The logical steps to start adding information in Mambu

There's a sequence that you should follow when adding your organization's information to Mambu. You can change some of the steps order, but doing it this way will make the whole process much easier and efficient.

1. General Settings

   Go to Administration and click on General Settings where you can configure all your organization's preferences, such as your institution's name, lending practices, custom fields or holidays, for instance.

2. Create your Loan and Savings Products

   You can setup all your products in Administration. You will be able to create new products at any point in time, but if you have Accounting activated, you will always have to link your products with the General Ledger accounts before the products can be activated and used.

3. Activate Accounting

   In Administration, go to Services Integration and turn the Accounting switch on so that you can start setting it up.

4. Create your Chart of Accounts

   In Accounting, click on Chart of Accounts and start defining all your General Ledger accounts.

5. Link your products to the GL Accounts

   In Accounting, go to Product Rules and link the products you have created before to action items. After doing this, you will be able to activate the products and all the transactions will be automatically logged.

6. Create Branches

   Go to Administration, click on Branches and Create New Branch. By doing this at this point you will be able to associate your clients to specific branches in the following step.

7. Create your clients' and groups' information

   You will be able to add new clients whenever you need. To do so, just go to Clients and click on New Client or New Group.

8. Start creating loan accounts and saving accounts for your clients

   Go to Accounts, choose New Loan Account or New Deposit Account and start disbursing loans or managing your clients' deposit accounts. 

If you have data from an old system follow the steps of the Data Migration section

Mambu works better with free and modern browsers such as Firefox or Chrome

Related Items 

• Activating Accounting in Mambu
• Chart of Accounts
• Creating a New Branch
• Creating and Editing a Loan Account
• Creating and Editing a Savings Account
• Creating New Clients
• Creating New Groups
• Creating New Loan Products
• Creating New Savings Products
• Creating New Users
• Custom Information Fields
• Institution Details
• Internal Controls
• Lending Parameters
• Mambu Mobile
• Managing Users and Permissions
• Product Actions
• Working Days