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Adding a team member to an office, branch, or team
Introduction
Imagine you run a microfinance operation with branches in Lagos, Abuja, and Port Harcourt. You don’t want your Lagos loan officers seeing customer records from the Abuja branch. You also don’t want a new hire accessing settings they shouldn’t touch. The fix is simple: assign each team member to the right office, branch, or team when you bring them on board.
Lendsqr lets you invite team members directly into your organization. You assign their role and branch immediately, so their access is correct from day one.
Branch assignments control what data and customers each team member can see. A team member in a specific branch only sees that branch’s activity. This keeps your customer data compartmentalized and your operations clean.
This matters most for lenders running multiple locations, agent networks, or separate business units. Whether you operate across cities or split a retail desk from an SME portfolio, branch assignments give you that control without building complex custom permission structures.
Step-by-Step Guide
Before you begin, confirm you have the right permissions. You need either a Super Admin or Admin role to invite team members.
2. Go to organizational settings through the settings icon at the top right of the page in the Lendsqr admin console.
3. Select Team Members to view all current team members in your organization.
4. Then click “invite a member” to open up the input modal.
5. Enter the team member’s email address, select their role, and choose their office or branch.
5. Once you have finished inputting all the information, submit, and when the invited user has created their account, they will then be added to the specified office.
Note: The team member won’t appear in your organization until they accept the invite and complete their account setup.
