This documentation instructs on how to integrate notification with a functionality.
...
Just pick a notification which you think needs to be generated for a user then check the corresponding permissions in a role of that user.
| Events / Notification |
|---|
| generated | Permisable 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 SHAREACCOUNT | Done |
| New share account approved |
| ACTIVATE SHAREACCOUNT | Done | |
| New savings account created | READ SAVINGSACCOUNT, APPROVE SAVINGSACCOUNT | Done |
| New savings account approved | READ SAVINGSACCOUNT, ACTIVATE SAVINGSACCOUNT | Done |
| New fixed deposit account created | APPROVE FIXEDDEPOSITACCOUNT | Done |
| New fixed deposit account approved | ACTIVATE FIXEDDEPOSITACCOUNT | Done |
| New recurring deposit account created | APPROVE RECURRINGDEPOSITACCOUNT | Done |
| New recurring deposit account approved | ACTIVATE RECURRINGDEPOSITACCOUNT | Done |
| Dividend posted to account | READ DIVIDEND SHAREPRODUCT | Done |
| Interest posted to account | READ SAVINGSACCOUNT | Done |
| Repayment made | READ SAVINGSACCOUNT | Done |
| Deposit made | READ SAVINGSACCOUNT | Done |
| Savings has gone into dormant | READ SAVINGSACCOUNT | 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 PRODUCTMIX | 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 for an event, he/she will need a role containing the permission required to get that notication. For example, If a user want 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.