An admin can view a user’s savings and the details of the savings from the Lendsqr admin console. To view a user’s savings, there are two ways to do this.
1. Checking users savings from the savings page
- Navigate to the “Savings” tab under the Customers section.
- On the savings page, click on “Filter“ and filter for the user using their phone number, email BVN, etc.
- Click on the returned user’s record that you wish to view.
- This will redirect you to the savings detail page of that user.
2. Checking a user’s savings from the user’s page
- Navigate to the “Customers” sub-tab under the “Customer Management” tab in the Customers section of the side navigation
- On the customer’s page, click on “Filter“ and filter for the user using their phone number, email BVN, etc.
- Click on the returned user’s record that you wish to view.
- This will redirect you to the user’s details page.
- If the user has any savings, there will be a savings tab under their profile card. Click on the savings tab.
- This will show you the list of all the savings plans the user has ever created.
- Click on the savings plan row that you wish to view.
- This will redirect you to the savings details page.
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