The Welcome page is displayed when you sign in to Mifos X.
The Mifos in blue on the Menu Bar displayed across the top of the Welcome page is displayed on every page in the Mifos X platform. The menu bar includes:
- Mifos logo
Access the Welcome page from anywhere in the Mifos X platform - Clients menu
Access Clients, Groups, and Centers - Accounting menu
Access the accounting activities pages - Reports menu
Access clients, loans, savings, funds, accounting, and XBRL reports - Admin menu
Access administrator activities - Search tool
System-wide search tool—use the search tool to search for clients, groups, and centers - mifos menu
Access to Help (keyboard shortcuts), Profile (your user profile, including an activity to change your password), Settings (language and date format), and Log Out button
The Home / Dashboard toggle switches between this page (Welcome page) and the Dashboard page.
Your username will appear beside the word Welcome. If your username is not displayed, contact your administrator.
The activity search tool is a quick method to find and navigate to activities / pages in the Mifos X platform. For example, if you want to access an activity related to loans, type "loan" into the activity search field. Loan-related activities will be listed (i.e create loan product, loan products, bulk loan reassignment). You can then click on the desired loan activity. Similarly, you can access activities related to clients, savings products, groups, and more.
The navigation hints point out navigation methods that are available to you wherever you are in Mifos X, including:
- Shortcut menu (sidebar)
- Mifos menu bar
- Search tool (located on the Mifos menu bar)
The Shortcut menu is a sidebar menu of favorite Mifos X activities. You can configure the Shortcut sidebar to suit the work you do and how you do it. The Shortcut sidebar will pop out when you hover the mouse over the menu area. The Shortcut sidebar is available on every page in the Mifos X system.