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Tenant admin how-tos

Short procedures for the staff portal. For outages, see system status. For billing, see subscription.

Guides for staff, HP specialists, and client-portal users.

Getting started

Create a golden client record that loans, savings, and hire purchase can all use.

Clients and officers can generate branded statements for savings, loans, and hire purchase.

Move an application from scoring through dual-control approval and disbursement.

Prioritize overdue accounts, log contacts, and capture promises to pay.

Board an asset, generate a schedule, and issue the customer statement.

Cash and MoMo movements should hit the savings account and the till together.

Create officers, managers, and HP specialists, then scope them to the branches they may see.

Rates, fees, and tenors belong in Configuration so officers cannot invent products.