Initial setup
- 22 Jun 2023
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Initial setup
- Updated On 22 Jun 2023
- 1 Minute To Read
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- DarkLight
- PDF
Article summary
New Mambu customers will be guided through the onboarding process by the team, covering core functionality and initial setup. After onboarding, access to Mambu Support resources will be provided. The Customer Service Portal grants access to tenant information, with different user types during onboarding and post-onboarding. Tenants for production and sandbox environments will be provisioned, accessible through the Mambu UI or API. Setting up Mambu involves administration settings, customization, financial settings, loan and deposit product setup, and interest configurations. Data migration from legacy systems to Mambu can be done using APIs or Excel templates.
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As a new Mambu customer, our onboarding team will guide you through our onboarding process and answer any questions you may have. In a series of onboarding sessions, we will walk you through the core functionality in the Mambu UI and we will help you configure your initial setup so your organization can get up and running as fast as possible.
Once the onboarding process is complete, we will inform you about all available Mambu Support resources for any further help you may need. For more information, see Mambu Support.
Customer Service Portal
The Customer Service Portal provides access to your tenant information. During the onboarding process your team will have access to users with the onboarding user type.
Once onboarding is complete, the onboarding users will be replaced by users with more wide-ranging access to the Customer Service Portal. For more information about Customer Service Portal and its user types, see Customer Service Portal.
Tenant provisioning
We will provision you with your production tenant and your sandbox tenants, which can be accessed via the Mambu UI or via API.
- Production:
https://TENANT_NAME.mambu.com - Sandbox:
https://TENANT_NAME.sandbox.mambu.com
Your tenant name will be available in the Customer Service Portal. For more information about your production and sandbox tenants and their differences, see User Guide - Sandbox and API v2 Reference - Sandbox.
Setting up Mambu
Below is a non-exhaustive list of some steps in the setup process:
- Setting up administration settings including your organization details, branches, holidays, and user roles.
- Customizing Mambu by setting up custom field definitions for various intake forms.
- Creating your initial client types and creating clients and groups based on those types.
- Setting up your financial settings including, transaction channels, currencies, and index interest rates and tax rates.
- Setting up your loan products. This includes covering all the different loan product types and settings related to penalties, fees, and interest.
- Setting up your deposit products. This includes covering all the deposit product types and topics such as the different interest calculation methods available.
- Configuring your accounting settings.
- Creating your Chart of Accounts.
Data migration
You can migrate data from legacy systems into Mambu using either the Mambu APIs or by submitting your data in an Excel spreadsheet, using our provided template. For more information, see Data Management Overview.
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