Support Center

Creating New Groups/ Corporate Clients

Last Updated: Mar 16, 2017 11:18AM CET

 

Create a new group

Add members

Group roles

Custom fields

Assign groups to credit officers and branches

 

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Create a new group

Click on Create button on the top menu bar.

 

 

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Add members

To be part of a group, all members need to have a profile created in Mambu as individual clients. Having the individual clients already in the system, all you have to do is to add them in the group. To do that enter each client's name > click on Add Client To Group.

 

 As you start typing the client's name, Mambu will automatically provide you with a list of matching names in the system so that you can simply click on the appropriate name on the list.

 

You can also choose to manage the client’s membership to groups at account creation . You'll need permission to "Manage Client Association" to do so.
 

For audit purposes an activity will be logged when a group was added or removed from a client, which is shown in both client and group overview.

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Group Roles

To add a group role, first you need to create them under Administration, as shown in Group Roles. Once you have defined the roles, you can assign them to the groups' members. To assign roles click on Add Group Role > choose a role from the list > choose the member you want to associate with that role.

 After saving the group's profile, the roles will also be stored and displayed in their profile.

 

 

To delete a group role you just need to click on the icon next to the role you want to delete.

 

 

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Custom fields

The categories you can choose here are the ones you defined in the Administration section when choosing which custom fields would be required or default for groups.

If you defined more than one custom field in Administration, you'll now see the option to add a custom field.

To add a custom field click Add Custom Field > choose a category from the dropdown menu > enter the information specific to the group you're creating.

 

 

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Assign groups to credit officers and branches

To assign a group to a branch, just click the dropdown menu > choose the appropriate branch.

Use the same process to assign groups to credit officers.

 

 

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