This documentation instructs on how to integrate notification with a functionality.
For e.g example: we want to notify a specific set of users about the creation of new savings account, so that those users can act upon those notifications and take specific actions like approve/activate the savings account.
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Note :- We all should agree on the fact that we need to send notifications only to those users who have some work related to that notification else, it is not useful to send a notification to any user who can't do anything with that notification.
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Now if you want a user to receive a notification whenever a new savings account is created so that it can activate or approve that account then, you need to make sure that the role of that user contains the permission to either approve or activate the savings account.
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For our above example, we need the permissions "ACTIVATE SAVINGSACCOUNTSAVINGS ACCOUNT" or "APPROVE SAVINGSACCOUNTSAVINGS ACCOUNT" to be checked for the role of a user who will receive these notifications.Make sure that the user who will receive the notification should also have the permission to read the savings account because it has to activate or approve that savings account.
With this, our notification is configured and the user will be able receive a notification whenever a new savings account is created, and it can act upon that notification to perform the permitted actions like approve or disapprove.
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| Events / Notification generated | Permisable Permissible actions / Permissions to be checked for the role of a user | Status |
|---|---|---|
| New client created | ACTIVATE CLIENT, READ CLIENT | Done |
| New loan created | READ LOAN, APPROVE LOAN | Done |
| New loan approved | READ LOAN, DISBURSE LOAN | Done |
| New share account created | APPROVE SHAREACCOUNTSHARE ACCOUNT | Done |
| New share account approved | ACTIVATE SHAREACCOUNTSHARE ACCOUNT | Done |
| New savings account created | READ SAVINGSACCOUNTSAVINGS ACCOUNT, APPROVE SAVINGSACCOUNT SAVINGS ACCOUNT | Done |
| New savings account approved | READ SAVINGSACCOUNTSAVINGS ACCOUNT, ACTIVATE SAVINGSACCOUNT SAVINGS ACCOUNT | Done |
| New fixed deposit account created | APPROVE FIXEDDEPOSITACCOUNTFIXED DEPOSIT ACCOUNT | Done |
| New fixed deposit account approved | ACTIVATE FIXEDDEPOSITACCOUNTFIXED DEPOSIT ACCOUNT | Done |
| New recurring deposit account created | APPROVE RECURRINGDEPOSITACCOUNTRECURRING DEPOSIT ACCOUNT | Done |
| New recurring deposit account approved | ACTIVATE RECURRINGDEPOSITACCOUNT RECURRING DEPOSIT ACCOUNT | Done |
| Dividend posted to account | READ DIVIDEND SHAREPRODUCTSHARE PRODUCT | Done |
| Interest posted to account | READ SAVINGSACCOUNT SAVINGS ACCOUNT | Done |
| Repayment made | READ SAVINGSACCOUNT SAVINGS ACCOUNT | Done |
| Deposit made | READ SAVINGSACCOUNT SAVINGS ACCOUNT | Done |
| Savings has gone into dormant | READ SAVINGSACCOUNT SAVINGS ACCOUNT | Done |
| Loan has been closed/paid off. | READ LOAN | Done |
| Loan has been rescheduled | READ LOAN | Done |
| New group created | ACTIVATE GROUP, READ GROUP | Done |
| New center created | ACTIVATE CENTER, READ CENTER | Done |
| New loan product created | READ PRODUCTMIXPRODUCT MIX | Done |
Savings Account gets Overdrawn | ? | |
| Mobile Payment Received | ? | |
| Savings has gone into Inactive Status | ? | |
| Loan Is Overdue by XX days | ? | |
| New Survey taken | ? | |
| Collection sheet submitted | ? | |
| Cashier drawer settled | ? |
Summary
- For a user to get notificiation notification for an event, he/she will need a role containing the permission required to get that noticationnotification. For example, If a user want wants to be notified when ever a new client is created, he/she will need a role containing "ACTIVATE CLIENT" or "READ CLIENT" permissions.
- To assign a permission to a role, navigate to Admin >> System >> Manage Roles and Permission and then click on the name of the role for which you want to assign the permission to.
- To assign a role to a user, navigate to Admin >> Users and then click on the name of the user to view his/her details, including roles.