Getting to know Adili · Lesson 3 of 15

Team, roles and controls

Invite your staff with the right branch role, see an invitation accepted from the email through sign-in, and name who makes and who checks loan approvals.

About 12 minutes

Key ideas

1

Invite each person with a branch role

In Settings → Members, Invite a member takes an Email or Phone, an Organization Role and, for a Member, a Branch and Branch role. A Loan Officer registers borrowers and handles loans and collections, a Branch Manager manages the branch, an Assessment Officer assesses loans, a Cashier pays out and collects, and a Viewer only reads.

2

Invitations wait until accepted

Invitations sit under Pending invitations until the person accepts. The email shows the organization, the role and when it expires, and they have seven days to choose Accept invitation. They sign in with the invited email address, choose Email me a code, check the branch and role, and accept.

3

Keep access current

Once accepted, everyone appears under Members. Use Manage access when someone's work changes, and Remove member when they leave, so each person has only the access their work needs.

4

Who makes and who checks

In Settings → Approval Rules, Add assignment names a Member, the action (Loan.approve), the Scope, and whether they Can make or Can check requests. Nobody checks their own request; where no checkers are named, owners and admins check. The Approvals lesson covers the decisions themselves.

Practice

Try it in your training organization

  1. 1. Open Settings → Members and choose Invite a member. Type a colleague's email in Email or Phone, keep Organization Role as Member, set Branch to Head Office and Branch role to Loan Officer, then choose Send invite.
  2. 2. Invite two more colleagues the same way, one as Branch Manager and one as Assessment Officer, and find all three under Pending invitations.
  3. 3. As the first colleague, open the invitation email, check the organization, the role and Invitation expires, and choose Accept invitation.
  4. 4. Choose Continue to sign in, type the invited email, choose Email me a code, enter the code and choose Verify and continue. Check the branch and role on Team invitation, choose Accept invitation, then open the organization.
  5. 5. Back as the owner, check that everyone appears under Members. Open a row's actions and find Manage access and Remove member without choosing either.
  6. 6. Open Settings → Approval Rules and choose Add assignment: pick the Member, tick Loan.approve under Actions, set Scope to Head Office and set Can make and Can check to Yes or No, then choose Add assignment to save. Repeat until your makers and checkers are different people.

Check yourself

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