Kuifahamu Adili · Somo 3 kati ya 15

Timu, majukumu na udhibiti

Waalike watumishi wako kwa jukumu sahihi la tawi, ona mwaliko ukikubaliwa kuanzia barua pepe hadi kuingia, na panga nani anawasilisha na nani anahakiki idhini za mikopo.

Takriban dakika 12

Mawazo makuu

1

Mwalike kila mtu kwa jukumu la tawi

Kwenye Settings → Members, Invite a member inahitaji Email or Phone, Organization Role na, kwa Member, Branch na Branch role. Loan Officer husajili wakopaji, huandaa mikopo na kurekodi marejesho; Branch Manager husimamia tawi; Assessment Officer hutathmini mikopo; Cashier hutoa fedha na kupokea marejesho; na Viewer anaangalia taarifa tu.

2

Mialiko husubiri hadi ikubaliwe

Mialiko hukaa chini ya Pending invitations hadi mhusika akubali. Barua pepe inaonyesha jina la taasisi, jukumu na mwaliko unapoisha, na ana siku saba za kubofya Accept invitation. Anaingia kwa barua pepe aliyoalikwa nayo, anachagua Email me a code, anahakikisha tawi na jukumu, kisha anakubali.

3

Sasisha ruhusa zao

Wakishakubali, wote wanaonekana chini ya Members. Kazi ya mwenzako ikibadilika, tumia Manage access; akiondoka, tumia Remove member, yaani ondoa ruhusa zake, ili kila mtu awe na ruhusa ambazo kazi yake inahitaji tu.

4

Nani anawasilisha, nani anahakiki

Kwenye Settings → Approval Rules, Add assignment inamtaja Member, kitendo (Loan.approve), Scope, na kama Can make, yaani anawasilisha maombi, au Can check, yaani anayahakiki. Hakuna anayehakiki ombi lake mwenyewe; pasipo wahakiki waliotajwa, mmiliki na msimamizi ndio huhakiki. Maamuzi yenyewe yako kwenye somo la Approvals.

Mazoezi

Jaribu kwenye taasisi yako ya mafunzo

  1. 1. Fungua Settings → Members na bofya Invite a member. Andika barua pepe ya mwenzako kwenye Email or Phone, acha Organization Role iwe Member, weka Branch kuwa Head Office na Branch role kuwa Loan Officer, kisha bofya Send invite.
  2. 2. Waalike wenzako wawili zaidi kwa njia hiyo hiyo, mmoja kama Branch Manager na mwingine kama Assessment Officer, kisha wapate wote watatu chini ya Pending invitations.
  3. 3. Ukiwa mwenzako wa kwanza, fungua barua pepe ya mwaliko, angalia jina la taasisi, jukumu na Invitation expires, kisha bofya Accept invitation.
  4. 4. Bofya Continue to sign in, andika barua pepe aliyoalikwa nayo, chagua Email me a code, weka msimbo kisha bofya Verify and continue. Hakikisha tawi na jukumu kwenye Team invitation, bofya Accept invitation, kisha fungua taasisi.
  5. 5. Ukirudi kama mmiliki, hakikisha wote wako chini ya Members. Fungua vitendo vya mstari mmoja na upate Manage access na Remove member bila kuchagua chochote.
  6. 6. Fungua Settings → Approval Rules na bofya Add assignment: chagua Member, weka alama kwenye Loan.approve chini ya Actions, weka Scope kuwa Head Office na uweke Can make na Can check kuwa Yes au No, kisha bofya Add assignment kuhifadhi. Rudia hadi waandaaji na wahakiki wawe watu tofauti.

Jipime

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