Creating User Accounts
- Updated On 27 Aug 2020
- 6 Minutes To Read
Create a new user account
A Mambu user account is the profile that allows accessing and working in Mambu. Only people with a user account can login and use Mambu.
To create a user account:
- On the navigation bar, click on Create > User.
- Enter some general details about the user (first name, last name, title, and role).
- Select the user's rights and permissions.
- Click on Save User.
Details about the different options in the Create User form are described in the sections below.
There are three options for user types: Administrator, Teller and Credit Officer. A user that has one of these types has special characteristics that will be described below. However, you can create users without selecting any of these user types, which means they don't have any permissions assigned by default and you have to manually assign permissions to them.
Administrators are users with all permissions, and can perform any action in Mambu. Only Administrator users can create or edit other Administrator users.
A user that is not an administrator can be granted certain administrator rights without being a full-featured administrator user. You can add such permissions under the Permissions section.
Credit Officers have the option of having clients and groups assigned to them, this relationship allows for better reporting and client management.
Tellers have access to the teller module, special tellering permissions give them access to the different actions available on this module, such as opening/closing tills, posting transactions on a till, adding and removing cash from a till, and so on.
Access rights determine at a high level how the user can interact with Mambu. There are two different access rights:
- Mambu: for regular Mambu UI users. Mambu access allows the user to log in to Mambu via the regular web user interface, using their login credentials. If a user does not have this access right, login to Mambu via the web user interface is not possible.
- API: for basic authentification access to Mambu API endpoints. API access allows the user to authenticate and interact with Mambu using Mambu's APIs, this means that most of the time such an user is not an actual person, but a piece of software that is programmed to interact with Mambu. API users would still require the right user permissions, depending on what they are required to do in the system, and transactions posted by API users are kept in the logs in the same way as user actions from regular users.
For more information on Mambu's APIs and creating API users, please see the relevant developer guide article API & Apps Authentication.
In most cases user permissions will be applied with a User Role, which can be assigned to the user to automatically apply the User Role permissions. If needed, individual permissions can be manually set for an individual user.
To assign individual permissions to a user:
- Click on Permissions.
- Check the boxes next to the permissions that you wish to assign to the user.
- Click on Save User.
For more information about user roles and permissions, please see our related article, Understanding Users, Roles and Permissions.
Username and password
This is the information the new user will need to login to Mambu. Usernames are short identifiers that can be an abbreviation of the user's name, for instance.
Mambu will give you a warning message in case the username you're creating already exists in the system so that every username remains unique.
To define the access details for the new user type the username > create a password > retype the password to confirm it.
For additional security, two-factor authentication can be added for users.
When this setting is enabled, users will be sent an SMS on their registered mobile number, which they will need to enter in the Mambu login screen in addition to their password.
An SMS gateway needs to be defined to be able to use Two-Factor Authentication. For more information, please see our article Set up SMS Notifications.
This is the language the user will see for the menus and options while navigating in Mambu. To choose the display language:
- Click User Access to expand it and, under Mambu Display Language, choose the language you prefer from the dropdown list.
You can choose the language when creating a new user or later on.
Assigning Users to a Branch
Users can be associated to a specific branch, allowing access to that branch and its clients and information.
Branch: defines the branch to which the user belongs, if applicable. To assign the user to a branch, choose the branch from the list.
Can access other credit officers' clients (only for Credit Officers): This option gives the new user access to all clients and accounts assigned to:
- the other credit officers in their assigned branch.
- credit officers who are not assigned to any branch.
Can access all branches: This option allows the user to access the clients and accounts assigned to every branch in the system.
Branch access: If access to all branches is not granted, access to individual branches can be given by selecting them here. If the user is assigned to a branch, the assigned branch will appear pre-selected.
In this section you can specify the mobile number and home phone number of the user.
- An email address is required for using the "Forgot your password?" link in the login screen, as the password recovery email will be sent to this address.
- A mobile number is required for using Two-Factor Authentication.
If you need to capture additional information about the users, you can create Custom Fields under Administration and add them to the users' profiles when creating a new user. To see how to create and manage custom fields, please read the article Custom Fields.
By having custom fields associated with users, you will also be able to generate Jasper reports correlating users to any variable which might be relevant for your operations.
For any user who doesn't have Administrator permissions, you can set maximum amounts on transactions they would then be allowed to operate.
There are six different transaction types that you can set a limit to: Loan Approval, Loan Disbursement, Fee Application, Entry of Deposits, Withdrawals and Repayments.
To set a limit on transactions a user can perform:
- Under Transaction Limits, click on the Add Limit button.
- Choose the transaction type from the dropdown menu.
- Enter the limit amount for that transaction.
- Optional: To add a transaction limit on a different transaction type, click on Add Limit and repeat steps 2 and 3.
If you have a question about how anything works or have come across something you haven't seen explained here, get in touch with our community of fellow users and Mambuvians where someone will lend a hand.