Getting to know Adili for SACCOS · Lesson 3 of 15

Team, roles and controls

Juma is invited as the cashier at Head Office, the SACCOS branch roles are shown, and Approval Rules make Asha the maker of loan approval requests with Baraka and Neema as checkers, who find their work in Approvals.

About 12 minutes

Key ideas

1

Staff, not members

In a SACCOS, the people working in Adili are staff. Members don't need a staff account: they use the member portal.

2

Inviting staff

Open Settings → Staff and choose Invite staff. In our example, Juma is the cashier: Organization Role Member, Branch Head Office, Branch role Cashier. Choose Send invite, and the invitation waits under Pending invitations until he accepts.

3

SACCOS roles

A SACCOS has its own branch roles: Member Services Officer, Cashier, Accountant, Credit Committee and Internal Auditor, beside the Branch Manager and Loan Officer. In our example, Baraka manages the branch and Asha writes member loans. Leadership, meetings and the surplus stay with owners and admins.

4

Makers and checkers

Approving isn't part of a role. In Settings → Approval Rules you name who makes and who checks each action. In our example, Asha is set to Can make for loan approval requests, and Baraka and Neema to Can check. Nobody checks their own request. Checkers find their work in Approvals, where Assigned to me shows what you may decide.

Practice

Try it in your training organization

  1. 1. Open Settings → Staff and see who works in Adili. Members aren't invited here: they use the member portal.
  2. 2. Choose Invite staff and enter a training cashier's email or phone.
  3. 3. Set Organization Role to Member and Branch to Head Office, then open Branch role and read the SACCOS roles before choosing Cashier.
  4. 4. Choose Send invite and find the invitation under Pending invitations.
  5. 5. Open Settings → Approval Rules and, for loan approvals, give a loan officer Can make and two other staff Can check.
  6. 6. Open Approvals and choose Assigned to me to see what you may decide.

Check yourself

Watch the video and take the quiz

Sign in to watch this lesson's video, answer its 4 questions and count it towards your certificate. Your progress is saved.

Open in my learning