Settings

What each settings page holds and who can see it.

Workflow

  1. 1

    General and organization type

    Open Settings from the user menu. General holds the organization's details and defaults. Organization Type (Organization Type & Policy in a SACCOS) holds the type, licence and, for a SACCOS or group, the by-law and constitution rules.

  2. 2

    Staff and branches

    Members (Staff in a SACCOS or group) is where you invite staff and set their roles. Branches and Accounts hold your branches and the tills and bank accounts money moves through. Training shows how far each member is with the free Adili courses at /learn, and the certificates they hold.

  3. 3

    Lending controls

    Loan Defaults holds lending defaults, tax and the write-off policy. Approval Rules sets who makes and who checks each action. Contact Fields chooses what staff ask when they register a borrower, on the web and in the staff app: each field is hidden, optional or required, and first name, last name and phone are always required.

  4. 4

    Compliance and messages

    Compliance holds licence and tax numbers for the reporting calendar. Reminders turns reminders on by email or SMS for Borrowers, SACCO members, Reporting deadlines and Staff.

  5. 5

    Money, integrations and history

    Plan & Billing and Credit Wallet hold your subscription and service credits. Webhooks and API Keys connect other systems. Activity Log shows who changed what.

  6. 6

    Who sees what

    Owners and admins see every page. Branch managers see My Account, Reminders and Activity Log; other staff see My Account and Reminders. My Account is where you change your name, phone and password.

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.

General and organization type

1 General and organization type

What to do

  1. 1. Open Settings from the user menu. General holds the organization's details and defaults. Organization Type (Organization Type & Policy in a SACCOS) holds the type, licence and, for a SACCOS or group, the by-law and constitution rules.

You should see

Organization type and details are reviewed.

Staff and branches

2 Staff and branches

What to do

  1. 1. Members (Staff in a SACCOS or group) is where you invite staff and set their roles. Branches and Accounts hold your branches and the tills and bank accounts money moves through. Training shows how far each member is with the free Adili courses at /learn, and the certificates they hold.

You should see

Staff roles and approval rules are checked.

Lending controls

3 Lending controls

What to do

  1. 1. Loan Defaults holds lending defaults, tax and the write-off policy. Approval Rules sets who makes and who checks each action. Contact Fields chooses what staff ask when they register a borrower, on the web and in the staff app: each field is hidden, optional or required, and first name, last name and phone are always required.

You should see

Your own account is up to date.

Money, integrations and history

4 Money, integrations and history

What to do

  1. 1. Plan & Billing and Credit Wallet hold your subscription and service credits. Webhooks and API Keys connect other systems. Activity Log shows who changed what.

You should see

Your own account is up to date.

Who sees what

5 Who sees what

What to do

  1. 1. Owners and admins see every page. Branch managers see My Account, Reminders and Activity Log; other staff see My Account and Reminders. My Account is where you change your name, phone and password.

You should see

Your own account is up to date.