Document Actions
Permissions
Roles & Permissions
|
Role | |
|
1 |
CEO |
|
2 |
COO |
|
3 |
Asst. Manager MIS |
|
4 |
Senior Credit Officer(LO) |
|
5 |
Senior MIS Executive |
|
6 |
Junior MIS Executive |
1. CEO
Organization Management
Can create funds
Can modify funds
Can define new fee type
Can modify fee information
Can define new checklist type
Can modify checklist information
Office management
Can create new office
Can modify office information
Can modify office hierarchy
User management
Can create new system users
Can modify user information
Can modify user information
Can unlock a user
Can edit self information
Can Add Notes to Personnel
Can create new role
Can modify a role
Can delete a role
Client management
Can create new Client in save for later state
Can create new Client in submit for approval state
Can change state to partial application
Can change state to active
Can change state to Cancelled
Can change state to On Hold
Can change state to Closed
Can change state to application pending approval
Can make payments to Client accounts
Can make adjustment entries to Client account
Can waive a due amount
Can remove fee types from Client account
Can add notes to Client
Can edit MFI information
Can edit group membership
Can edit office membership
Can edit meeting schedule
Can add/edit historical data
Can edit fee amount attached to the account
Can Blacklist a Client
Can specify meeting schedule
Can edit personal information
Can apply charges to Client accounts
Can remove clients from groups
Can add an existing client to a group
Can create new group in save for later state
Can create new group in submit for approval state
Can change state to partial application
Can change state to active
Can change state to Cancelled
Can change state to On Hold
Can change state to Closed
Can change state to application pending approval
Can make payments to group accounts
Can make adjustment entries to group account
Can waive a due amount
Can remove fee types from group account
Can add notes to group
Can edit Group information
Can edit Centre Clientship
Can edit office membership
Can edit meeting schedule
Can add/edit historical data
Can edit fee amount attached to the account
Can Blacklist a group
Can specify meeting schedule
Can apply charges to group accounts
Can create new Centre
Can modify Centre information
Can edit Centre status
Can make payments to Centre accounts
Can make adjustment entries to Centre account
Can waive a due amount
Can remove fee types from Centre account
Can add notes to Centre records
Can edit fee amount attached to the account
Can edit meeting schedule
Can specify meeting schedule
Can apply charges to Centre accounts
Product definition
Can define new product categories
Can edit product category information
Can modify lateness/dormancy definition
Can define new loan product instance
Can edit loan product instances
Can define new Margin Money product instance
Can edit Margin Money product instances
Can create new loan account in Save for later state
Can create new loan account in Submit for approval state
Can change state to partial application
Can change state to Approved
Can change state to Cancelled
Can change state to Disbursed to LO
Can change state to pending approval
Can change state to Closed- Written off
Can change state to Closed-rescheduled
Can edit Loan account information
Can add notes to loan account
Can make payment to the account
Can make adjustment entry to the account
Can waive penalty
Can waive a fee installment
Can remove fee types attached to the account
Can apply charges to loans
Can repay loan
Can disburse loan
Can reverse Loan disbursals
Loan management
Can create new loan account in Save for later state
Can create new loan account in Submit for approval state
Can change state to partial application
Can change state to Approved
Can change state to Cancelled
Can change state to Disbursed to LO
Can change state to pending approval
Can change state to Closed- Written off
Can change state to Closed-rescheduled
Can edit Loan account information
Can add notes to loan account
Can make payment to the account
Can make adjustment entry to the account
Can waive penalty
Can waive a fee installment
Can remove fee types attached to the account
Can apply charges to loans
Can repay loan
Can disburse loan
Can reverse Loan disbursals
Margin Money Management
Can create new Margin Money account in Save for later state
Can update Margin Money account
Can close Margin Money account
Can change state to partial application
Can change state to pending approval
Can change state to cancel
Can change state to active
Can change state to inactive
Can blacklist Margin Money account
Can create new Margin Money account in submit for approval state
Can do adjustments for Margin Money account
Can waive due deposits for Margin Money account
Can waive over due deposits for Margin Money account
Can make deposit/withdrawal to Margin Money account
Can add notes to Margin Money account
Reports Management
Can Administer Reports
Can Preview Reports
Can upload new reports
Can view Client Summary.& History Report
Can view Client Product Wise History Report
Can view Client Settlement info Report
Can view Client Loan repayment schedule
Can view Client Fees, Charges and Penalties report
Can view Client pending approval report
Can view Clients without Margin Money Account
Can view Collection sheet
Can view Daily Cash Confirmation Report - Staff Wise
Can view Daily Cash Flow Report - Branch
Can view Fund Requirement Report
Can view Daily Transaction Summary report
Can view Branch Performance Status Report
Can view Area Performance Status Report
Can view Division Performance Status Report
Can view Region Performance Status Report
Can view All Offices Performance Status Report
Can view Staff Performance Report
Can view Outreach Report
Can view Centre Summary Report
Can view Loan Product Distribution - Activity Wise, Size Wize, Product Wise, Sequency Wise
Can view Branch Due disbursement Report
Can view Loans pending approval report
Can view Loan Accounts reports
Can view Daily Portfolio quality data report - Aging analysis
Can view Detailed Aging of Portfolio at Risk
Can view Active Loans By Loan Officer
Can view Centre Meeting Schedule
Bulk
Can approve loans in bulk
Can Enter Collection Sheet Data
Can create multiple Loan accounts
Configuration Management
Can define labels
Can define hidden/mandatory fields
Product mix
Can Define product mix
Can Edit product mix
2. COO
Organization Management
Can create funds
Can modify funds
Can define new fee type
Can modify fee information
Can define new checklist type
Can modify checklist information
Office management
Can create new office
Can modify office information
Can modify office hierarchy
User management
Can create new system users
Can modify user information
Can modify user information
Can unlock a user
Can edit self information
Can Add Notes to Personnel
Can create new role
Can modify a role
Can delete a role
Client management
Can create new Client in save for later state
Can create new Client in submit for approval state
Can change state to partial application
Can change state to active
Can change state to Cancelled
Can change state to On Hold
Can change state to Closed
Can change state to application pending approval
Can make payments to Client accounts
Can make adjustment entries to Client account
Can waive a due amount
Can remove fee types from Client account
Can add notes to Client
Can edit MFI information
Can edit group membership
Can edit office membership
Can edit meeting schedule
Can add/edit historical data
Can edit fee amount attached to the account
Can Blacklist a Client
Can specify meeting schedule
Can edit personal information
Can apply charges to Client accounts
Can remove clients from groups
Can add an existing client to a group
Can create new group in save for later state
Can create new group in submit for approval state
Can change state to partial application
Can change state to active
Can change state to Cancelled
Can change state to On Hold
Can change state to Closed
Can change state to application pending approval
Can make payments to group accounts
Can make adjustment entries to group account
Can waive a due amount
Can remove fee types from group account
Can add notes to group
Can edit Group information
Can edit Centre Clientship
Can edit office membership
Can edit meeting schedule
Can add/edit historical data
Can edit fee amount attached to the account
Can Blacklist a group
Can specify meeting schedule
Can apply charges to group accounts
Can create new Centre
Can modify Centre information
Can edit Centre status
Can make payments to Centre accounts
Can make adjustment entries to Centre account
Can waive a due amount
Can remove fee types from Centre account
Can add notes to Centre records
Can edit fee amount attached to the account
Can edit meeting schedule
Can specify meeting schedule
Can apply charges to Centre accounts
Product definition
Can define new product categories
Can edit product category information
Can modify lateness/dormancy definition
Can define new loan product instance
Can edit loan product instances
Can define new Margin Money product instance
Can edit Margin Money product instances
Can create new loan account in Save for later state
Can create new loan account in Submit for approval state
Can change state to partial application
Can change state to Approved
Can change state to Cancelled
Can change state to Disbursed to LO
Can change state to pending approval
Can change state to Closed- Written off
Can change state to Closed-rescheduled
Can edit Loan account information
Can add notes to loan account
Can make payment to the account
Can make adjustment entry to the account
Can waive penalty
Can waive a fee installment
Can remove fee types attached to the account
Can apply charges to loans
Can repay loan
Can disburse loan
Can reverse Loan disbursals
Loan management
Can create new loan account in Save for later state
Can create new loan account in Submit for approval state
Can change state to partial application
Can change state to Approved
Can change state to Cancelled
Can change state to Disbursed to LO
Can change state to pending approval
Can change state to Closed- Written off
Can change state to Closed-rescheduled
Can edit Loan account information
Can add notes to loan account
Can make payment to the account
Can make adjustment entry to the account
Can waive penalty
Can waive a fee installment
Can remove fee types attached to the account
Can apply charges to loans
Can repay loan
Can disburse loan
Can reverse Loan disbursals
Margin Money Management
Can create new Margin Money account in Save for later state
Can update Margin Money account
Can close Margin Money account
Can change state to partial application
Can change state to pending approval
Can change state to cancel
Can change state to active
Can change state to inactive
Can blacklist Margin Money account
Can create new Margin Money account in submit for approval state
Can do adjustments for Margin Money account
Can waive due deposits for Margin Money account
Can waive over due deposits for Margin Money account
Can make deposit/withdrawal to Margin Money account
Can add notes to Margin Money account
Reports Management
Can Administer Reports
Can Preview Reports
Can upload new reports
Can view Client Summary.& History Report
Can view Client Product Wise History Report
Can view Client Settlement info Report
Can view Client Loan repayment schedule
Can view Client Fees, Charges and Penalties report
Can view Client pending approval report
Can view Clients without Margin Money Account
Can view Collection sheet
Can view Daily Cash Confirmation Report - Staff Wise
Can view Daily Cash Flow Report - Branch
Can view Fund Requirement Report
Can view Daily Transaction Summary report
Can view Branch Performance Status Report
Can view Area Performance Status Report
Can view Division Performance Status Report
Can view Region Performance Status Report
Can view All Offices Performance Status Report
Can view Staff Performance Report
Can view Outreach Report
Can view Centre Summary Report
Can view Loan Product Distribution - Activity Wise, Size Wise, Product Wise, Sequence Wise
Can view Branch Due disbursement Report
Can view Loans pending approval report
Can view Loan Accounts reports
Can view Daily Portfolio quality data report - Aging analysis
Can view Detailed Aging of Portfolio at Risk
Can view Active Loans By Loan Officer
Can view Centre Meeting Schedule
Bulk
Can approve loans in bulk