Creating User Accounts
  • 27 Aug 2020
  • 6 Minutes To Read
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Creating User Accounts

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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:

  1. On the navigation bar, click on CreateUser.
  2. Enter some general details about the user (first name, last name, title, and role).
  3. Select the user's rights and permissions.
  4. Click on Save User.
Please Note
As an Administrator, you can also create new users by going to Administration > Access > Users > Create New User.

Users screen. All defined users are displayed here

Details about the different options in the Create User form are described in the sections below.


User Types

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.

User rights section from Create user view

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.

Please Note
The Administrator user type includes all the permissions of the Credit Officer and Teller user types.

Access Rights

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.
Please Note
Mambu API access type will eventually be replaced by API Consumers and Keys. We recommend moving away from basic authentication to accessing the Mambu API endpoints and exploring authentication through API Consumers.

For more information on Mambu's APIs and creating API users, please see the relevant developer guide article API & Apps Authentication.


User Permissions

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:

  1. Click on Permissions.
  2. Check the boxes next to the permissions that you wish to assign to the user.
  3. Click on Save User.

For more information about user roles and permissions, please see our related article, Understanding Users, Roles and Permissions.

User permissions. Each permission contains other permissions that have specific actions.


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.

Please be Aware
After saving the new user's profile, the username can't be changed unless you create a new account for this user.
Please Note
As you start typing, the system will show you how safe the password is through the use of colors, red being the weakest and green the strongest. The minimum number of characters is defined in the Security settings in the Administration menu.

Two-Factor Authentication

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.

Please Note
Only Administrator users can setup Two-Factor authentication for other users.
Please Note
Only users with "Mambu" access rights can log in to Mambu using Two-Factor authentication.

Display Language

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.

Change language drop-down

You can choose the language when creating a new user or later on.

Please Note
The language defined for the user will determine the default preferred language when creating a client.

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.

Branch assignment and Access rights

Please Note
Users who have access to more than one branch can switch between those branches using the Mambu Branch filter on the top left of the interface. Users who only have access to one branch, will have their default branch pre-selected in their Mambu Branch view and will not have the "All Branches" filter. For more information, please see the related article Managing Multiple Branches.

Contact

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.

Custom Fields

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.


Transactions Limits

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:

  1. Under Transaction Limits, click on the Add Limit button.
  2. Choose the transaction type from the dropdown menu.
  3. Enter the limit amount for that transaction.
  4. Optional: To add a transaction limit on a different transaction type, click on Add Limit and repeat steps 2 and 3.

Transaction limits can be set for Approve Loan, Disburse Loan, Apply fee, Make Deposit, Make Withdraw, Make Repayment


Ask the Mambu Community

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.

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