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, an accountant working at a branch needs 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, you will learn how to add, delete or 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 the 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.
This will launch the users page that displays a list of Users with their details (refer to the screenshot below) such as:
Tip: Use the Filter by Name feature at the top of the screen to avoid scrolling through all the entries. Just begin typing the name you are looking for and Mifos X will automatically narrow down the search for you.
Tip: Before you start to create Users, please ensure that you have created their respective Roles (for more information, see Manage Roles and Permissions).
Start this process by clicking on the blue Create User button at the top-right corner 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), such as:
NOTE: Fields marked with asterisks ('*') are mandatory.
Once you have filled all the information fields, click the Submit button.
To view a user, click on their name on the list and their profile will open. There will be additional information displayed such as:
Once you open a user's profile, you can perform the following actions:
You may edit the profile of current users within your organization. Follow these steps to do the so:
Once you have opened the user's profile for editing, you may modify the following fields:
After making changes, click Submit.
This option determines whether the password expires or not for this user even if the global configuration for password expiry is enabled.
This means that checking this check box will grant you access using the same password, regardless of whether global configuration for password expiry is enabled.
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