Managing Users and Permissions

By managing permissions you are making sure that each user will only have access to the information that is relevant for their role in your organization.

So, a credit officer might be able to create a new loan account for a client, but only the branch's manager would have the permissions to approve or reject the loan application. Other users might just be able to view reports. In this case, options like managing clients, accounts and administration tasks won't be visible or the access to these actions will be denied to those users.

In the following images you can see how the navigation bar would look like for a user who can only see reports and a user with "Administrator" permissions.

Only Reports:

Administrator:

Mambu will track all the activities for all kinds of users, no matter what set of permissions they have.

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Manage users' permissions

To manage users' permissions, go to Administration > choose Users & Permissions > click on Permissions > check the boxes next to the permissions or select one of the default roles > save the changes.

Mambu will provide you a list of all actions that are possible within the system so that you can easily select the ones that are appropriate to each user.
You can do it manually, selecting the permissions one by one, or you can just choose one out of the custom permissions that Mambu offers - Administrator, Credit Officer, Only View Data, etc.

Mambu Access

A user with the appropriate permissions can block other users' access to Mambu for a certain period. This is ideal solution to block a user's access for a short period of time. For instance, if certain users should only be able to login during office hours, you can easily block their access as soon as they leave and allow it again on the next day.

To block users access to Mambu, just click on the green dot or on "Access Allowed" for that user and the acess will be blocked.

To allow access again, click on the red dot or "Access Disabled" and the user will be able to login again.

Deactivate users

Users who, for instance, leave the organization can be deactivated so that they are not able to login again, but also no clients, branches or tasks can be assigned to them anymore.

To deactivate a user click on Actions > Deactivate > Confirm the deactivation.

If the user is for instance a credit officer with any groups or clients associated, Mambu will give you a warning message and prevent the deactivation. In this case, you need to reassign the user's clients and groups to another user before deactivating the user.

You can see how to reassign several clients and groups to another user at Reassign Clients and Groups.

To reactivate the user again, just click on Access Disabled and the user will be able to access Mambu again.

Delete users

Users can only be deleted if they have no clients, groups or transactions associated to them.

To delete a user, go to Administration > Users and Permissions > click on More Actions next to the user you want to delete > Delete > Confirm.

Contents

Videos

Links

Overview

Manage users' permissions

Mambu Access

Deactivate users

Delete users

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