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Creating New Users

Last Updated: Jan 06, 2017 03:58PM CET

Create New Users

User Type

Access Rights

User Permissions

Username and password

Two-Factor Authentication

Display Language

Assigning to a branch and branch access

Contact

Custom Fields

Transactions Limits

 

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Create new users

A Mambu user is the profile that allows accessing and working in Mambu, it stores the access credentials and details of the person using the system, as well as the role and permissions. Activities and transactions performed by a Mambu user are linked to it for audit purposes.

Only people with a user profile can login and use Mambu.

To create a User:

  1. On the Navigation Bar
  2. Click on Create button > User.
  3. Select the Role Name, User Rights, and Permissions.
  4. Save the Changes.

As an Admin you can also create a new user from Administration > Users and Permissions > Create New User.

Details about how the different options in the Create User form are described in the sections below.
 

Constraints for creating a new User as Non-Admin:

  1. "User" option on Create button is visible only if the user has permission to Create Users
  2. "Edit" button on the user overview is visible only if the user has permission to Edit Users
  3. Adding fields for users from "Add Field" is available only if the user has permission to Edit Users
  4. Additional constraints for non-admin users:
    • can select only non-admin roles
    • can edit only users that are assigned to the branches the user can manage

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User Types

There are three options for user types: Administrators, Credit Officers and Tellers. An user that has one of those types has special characteristics that will be described below. However, users can be created without being any of these user types, that means they can access Mambu without having administrator rights, being a credit officer or having access to the teller module.

Administrators are users with all permissions, and can perform any action in Mambu. Only Administrator users can create or edit other Administrator users.

An user that is not an administrator can be granted certain administrator rights without being a full-featured administrator user. You can add such permissions under the Permissions section. Please see the Managing Users and Permissions article for more details.


Credit Officers have the option of having clients and groups assigned to them, this relationship allows for better reporting and client management.
 

Tellers have access to the teller module, special tellering permissions give them access to the different actions available on this module, such as opening/closing tills, posting transactions on a till, adding and removing cash from a till etc.
 

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Access Rights

Access rights determine at a high level how the user can interact with Mambu. There are two different access rights - Mambu (for regular users) and API (for external integrations and applications)

Mambu access allows the user to log in to Mambu via the regular web user interface, using their login credentials. If an user does not have this access right, login to Mambu via the web user interface will not be possible.

API access allows the user to authenticate and interact with Mambu using Mambu's APIs, this means that most of the time such an user is not an actual person, but a piece of software that is programmed to interact with Mambu. The API user would still require the right user permissions, depending on what it is required to do in the system, and transactions posted by that user are kept in the logs in the same way as user actions from regular users.

For more information on Mambu's APIs and creating API users, please see the relevant developer guide article API & Apps Authentication
 

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User Permissions

In most cases user permissions will be applied with an User Role, which can be assigned to the user to automatically apply the User Role permissions. If needed, individual permissions can be manually set for an individual user. To do so click on permissions > check the boxes next to the permissions that apply or click > Save Changes.

For more information about User Roles and Permissions please see our related article: Managing Users and Permissions

 

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Username and password

This is the information the new user will need to login to Mambu. Usernames are short identifiers that can be an abbreviation of the user's name, for instance.

Mambu will give you a warning message in case the username you're creating already exists in the system so that every username remains unique.

To define the access details for the new user type the username > create a password > retype the password to confirm it.


 After saving the new user's profile, the username can't be changed unless you create a new account for this user.

 As you start typing, the system will show you how safe the password is through the use of colors red, being the weakest and green the strongest. The minimum number of characters is defined in the Security settings in the Administration menu.

 

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Two-Factor Authentication

For additional security two-factor authentication can be added to users.

When this setting is enabled, users will be sent an SMS on their registered mobile number, which they will need to enter in the Mambu login screen, in addition to their password.

 

Only Administrator users can setup Two-Factor authentication for other users.
 Only users with "Mambu" access rights can log in to Mambu using Two-Factor authentication.
 An SMS gateway needs to be defined to be able to use Two-Factor authentication, for more information please see our article Set up SMS Notifications

 

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Display Language

This is the language the user will see for the menus and options while navigating in Mambu. To choose the display language click the dropdown list > choose one of the options.

 

 

          The language defined for the user will determine the default preferred language when creating a client

          You can set different languages for different users according to their preferences.

          The language can be chosen when creating a new user or can be changed later on.

 

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Assigning to a Branch and Branch Access

Users can be associated to a specific branch, allowing access to that branch and its clients and information.

Branch: Defines the branch to which the user belongs, if applicable. To assign the user to a branch, choose the branch from the list.

Can access other credit officers clients (only for credit officers): If ticked it lets the credit officer to access the clients and accounts that are assigned to other credit officers, regardless of the client's branch.

Can access all branches: This option allows the user to access the clients and accounts assigned to every branch in the system.

Branch access: If access to all branches is not granted, access to individual branches can be specified by selecting them, if the user is assigned to a branch its assigned branch will appear pre-selected.


 


  Users that are granted access to more than one branch can switch between those branches using the Mambu Branch filter on the top left of the interface. If an user doesn't have access to all branches, they will have their default branch pre-selected for their Mambu Branch view and will not have the "All Branches" filter, for more information please see the related article Managing Multiple Branches.

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Contact

In this section you can specify the email, mobile number and home phone of the user.

  An email is required for the user to be able to user the "forgot your password?" link in the login screen, as the password recovery email will be sent to this address.

  A Mobile number is required for the user to be able to use Two-Factor Authentication.
 

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Custom Fields

If you need to capture additional information about the users, you can create Custom Fields under Administration and add them to the users' profiles when creating a new user. To see how to create and manage custom fields, please read the article Custom Fields.
 

By having custom fields associated to users, you will also be able to generate Jasper reports correlating users to any variable which might be relevant for your operations.

 

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Transactions Limits

For any user who doesn't have Administrator permissions, you can set maximum amounts of transactions they would then be allowed to operate.

There are six different types of transactions that can have a limit - Loan Approval, Loan Disbursement, Fee Application, Entry of Deposits, Withdrawals and Repayments.

To set a limit on transactions a user can deal with, click on Add Limit > choose the transaction from the dropdown menu > enter the limit amount for that transaction > add more transaction limits or proceed.

 

 

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