Roles and Permissions

What an owner, admin, branch manager, loan officer, assessment officer, cashier and viewer may each do, and how to invite staff.

Workflow

  1. 1

    Organization roles

    Everyone in an organization is an Owner, an Admin or a Member. Owners and admins may do everything, including all settings, Plan & Billing, the Credit Wallet, API keys and organization-wide reports. A Member gets a branch role in each branch they work in.

  2. 2

    Branch roles

    Branch Manager: creates, assesses, writes off and closes loans, reverses payouts and repayments, sees Approvals, Finance and Reconciliation, and may export personal data. Loan Officer: registers contacts, creates and submits loans, pays out and records repayments (no reversals) and requests credit reports. Assessment Officer: reads contacts and loans and carries out field assessments. Cashier: pays out loans and records repayments and contributions. Viewer: reads only.

  3. 3

    SACCOS staff roles

    A SACCOS offers its own branch roles in place of Assessment Officer. Member Services Officer: registers members with their nominees and entrance fee, takes contributions and savings, and handles member requests and complaints, without lending. Accountant: reads the society's money and members, drafts journals (an owner or admin submits them) and reconciles the bank. Credit Committee: reads members, savings, guarantees and loans and sees Approvals; name it as a checker for loans in Approval Rules. Internal Auditor: reads everything at the branch, including the Activity Log, and may export, but changes nothing.

  4. 4

    Invite staff

    Go to Settings → Members (Staff in a SACCOS or group) and choose Invite a member or Invite staff. Enter the Email or Phone, the Organization Role, and for a Member the Branch and Branch role, then choose Send invite. Unanswered invitations wait under Pending invitations, where you can Cancel invitation. Your plan sets how many staff you may have.

  5. 5

    Change or remove access

    On a person's row choose Manage access to change the Organization role, Assign branch or Remove a branch assignment, then choose Done. Choose Remove member when someone leaves.

  6. 6

    Approving is separate

    Approving a loan, write-off or reversal is not part of a role. Settings → Approval Rules names the checkers for each action; where none are named, owners and admins check. Nobody may check a request they raised themselves.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

SACCOS staff roles

1 SACCOS staff roles

What to do

  1. 1. A SACCOS offers its own branch roles in place of Assessment Officer. Member Services Officer: registers members with their nominees and entrance fee, takes contributions and savings, and handles member requests and complaints, without lending. Accountant: reads the society's money and members, drafts journals (an owner or admin submits them) and reconciles the bank. Credit Committee: reads members, savings, guarantees and loans and sees Approvals; name it as a checker for loans in Approval Rules. Internal Auditor: reads everything at the branch, including the Activity Log, and may export, but changes nothing.

You should see

Staff who have left are removed.