Workflow
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1
Sign in
Open the sign-in page and type your email or mobile number in Email or phone number. With an email, type your Password and choose Sign in, or choose Email me a code. With a phone number, choose Send code. Continue with Google works for Google accounts.
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2
Enter the code
On Enter your code, type the number you received in 6-digit code and choose Verify and continue. If nothing arrives, wait for the countdown and choose Send a new code; if you typed the wrong number or email, choose Start again.
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3
Open your organization
The next page lists your organizations under Select an organization to open, and any team invitations waiting for you. Pick your organization. If you have none yet, choose Create organization (see Setting Up an Organization).
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4
Check the branch
The Branch picker at the top of the sidebar shows the branch you are working in. Owners and admins can choose All branches to read across the organization, but anything that records money or changes a record is done inside one branch.
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5
Find your way
The sidebar starts with Home. A microfinance lender then has Contacts and Loan Products; a SACCOS has a SACCOS menu and a VICOBA a Kikundi menu. Operations holds Loans, Repayments, Approvals, Analytics, Reconciliation, Finance, Reports and Complaints. Settings, Support, Theme and Log out are in the user menu at the bottom.
