How to create a new user in Mobiloan?

Step 1: Create the User Profile

1. Navigate to the Maintenance Menu and select the User option.

   
2. Select the "New User" option.

   
3. Fill in the required fields:

   • ID Number (for SA Citizens) or select "Foreigner" if applicable.

   • First Name and Surname.

   • Employee Number (Optional).

   • Cellphone Number.

   • Email Address (Optional).

   • Role – Choose an appropriate role from the dropdown.

4. Add a Profile Picture by selecting "Take Photo" or "Select Photo."

5. Click Next to proceed.

Step 1 - Create the client profile

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Step 2: Assign Branch Access

1. On the Access page, select the branches the user should have access to.

2. You can:

   • Check "Select All" to grant access to all available branches.

   • Manually select specific branches by checking individual boxes.

3. Click Save to complete the user creation process.

Step 2 - Assign branch access

After saving, the new user will be successfully added to the system and will have access based on their assigned role and branch permissions.