Application users are people who work for your organization and will be using Mifos X to track all the information about your organization's operations. For example a accountant working in branch need a user account in this application to track all the accounting related tasks and information. Similarly a branch manager needs a user account to manage his/her client's portfolios.
In this section of the manual you will how to add/delete and modify your organization’s users. These are people with system access working at the offices within your organization. They are subject to different restrictions based on the roles assigned to them (by the system administrator).
Before setting up usernames, the organization should give thought to the standard that will be used throughout the organization. This may be first.lastname; it may be a numerical identifier such as 101lastname (indicating main office) or 201lastname indicating a branch office. Whatever the method adopted by your organization, it should be consistently used when creating users.
From the main screen, click on Admin then select Users from the drop down list.
A list of users created within your organization will be generated in a chart. Information included in the chart will be:
Tip: User the Filter by Name feature at the top of the screen to save time scrolling. Just begin typing the name you are looking for and Mifos X will narrow the search.
To view a user click on their name on the chart, this will open their profile. There will be additional information displayed:
Once you have opened a user profile, you are able to perform the following actions:
Launch this process by clicking on the blue Create User button at the top-right of the Users screen. You will then be prompted to fill in a series of fields and define the new user's office and role(s):
Once the information is complete, click the Submit button.
You may edit the profile of current users within your organization. Follow these steps to do so:
Once you have opened the user's profile for editing you may change several things, including:
In addition there are two more options for editing a user profile:
Determines if password do not expire for this user even if global configuration for password expiry is enabled.
Meaning on checking the check box, it allows to access using the same password. Although global configuration for password expiry is enabled.
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