getting started

loans and savings

decision model

customers

payments

Pricing

disbursement

Reports

data security

Best Practices

General

Adjutor

Loan Channel

Configurable Services

USSD

Notes

What are permissions?

Permissions are the rights and authorizations to perform certain actions or do certain activities that can be granted to an individual on a platform. On the Lendsqr admin console, we have defined permissions that are available and can be assigned to a particular role. 

These permissions are grouped into operational units and the operational units include;

Users: These permissions grant a team member the right to manage users on the admin console. For example, you can grant team members permission to activate users, delete users, blacklist users, etc.

Loans: These permissions authorize a team member to perform certain activities concerning loans. For example, you can permit team members to approve loans, decline loans, disburse loans, etc.

Loan Products: These permissions allow a team member to manage loan products on the admin console. For example, you can permit team members to edit loan products, create loan products, and activate loan products.

Audit: The permissions under this unit grant a team member the right to view and download audits. For example, you can grant team members permission to download and view audits.

Team and Roles: The permissions under this unit enable a team member to manage teams and roles. For example, you can permit team members to create team members, create roles, activate team members, etc.

Transactions: The permissions under this unit grant a team member the right to view and download transactions. For example, you can grant team members permission to download and view transactions.

Whitelist: The permissions under this unit grant a team member rights related to the whitelist. For example, you can permit team members to download whitelists, edit whitelists, and create whitelists.

Settlement: The permissions under this unit grant a team member the rights to view and download settlement. For example, you can grant team members permission to download and view settlements.

Guarantors: These permissions grant a team member rights to manage guarantors.

Dashboard: These permissions grant a team member rights related to the dashboard. For example, you can permit team members to view the dashboard.

Documents: These permissions grant a team member rights to manage documents. 

Savings: These permissions grant a team member rights to manage savings. For example, you can permit team members to create team members, create roles, activate team members, etc.

Savings Products: These permissions allow a team member to manage savings products on the admin console. For example, you can permit team members to create loan products, edit loan products, activate loan products, etc.

Decision Models: These permissions allow a team member to configure and manage decision models. 

Disbursements: These 2 permissions allow a team member to view and make disbursements.

Adjutor: These permissions allow a team member to manage the Adjutor API services for an organization including viewing Adjutor, generating keys, updating the Adjutor app, etc.

Services: This permission allows a team member to manage services.

Reports: This permission allows a team member to view reports on the admin console.

Settings: These permissions allow a user to manage the settings in a workspace.

Liquidation Requests: This permission allows a team member to manage liquidation requests including viewing, approving, declining, and deleting liquidation requests. 

Loan Invites: The loan invite permissions allow a team member to manage loan invites including viewing, creating, declining, deleting, etc. 

Referral Configuration: This permission allows a team member to manage referral settings, including creating, updating, and deleting referral settings. 

Notification Settings: The notifications settings, help a user create and update notifications. 

Domain Settings: The domain settings allow a team member to create a domain. 

Organization Documents: The organization document settings if granted, allow a team member to view the organization’s document. 

Offer Letters: This permission allows a user to view offer letters

Roles and Permissions: This permission for roles and permissions permits a team member to manage roles and permissions including creating roles, viewing roles, creating permissions, updating permissions, and deleting permissions. 

Tier Management: The tier management permission allows a team member to view, create, update, and delete tiers. 

Web App Settings: This permission allows the team member to view the web app settings. 

Messaging: This permission allows a team member to view messaging.

Beneficiaries: This permission allows a team member to manage beneficiaries including viewing, creating, updating, and deleting beneficiaries. 

Distributed Products: The distributed product permissions help a team member view distributed products. 

Fees and Pricing: The fees and pricing permissions help a team member view, create, update, and delete fees. 

Mandates: The mandate permissions allow a team member to manage mandates including viewing, creating, activating, deactivating, adding mandate schedules, etc. 

Account: The account permission permits a team member to manage the organization account, create attributes, update attributes, and delete attributes. 

See also

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