Managing Groups
  • 29 Jun 2022
  • 2 Minutes To Read
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Managing Groups

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Once a group has been created you can visit the group's profile in order to continue managing and editing it. For more information about creating groups, see Creating a Group.

Group menu item

To view a list of all your groups in order to visit a group profile you can either use the Groups menu item in the navigation bar or select the Groups item in the View menu in the top bar.

Group item in View menu in top bar

Editing a group

If you have the Edit Groups (EDIT_GROUP), you can make changes to a group. For example, you can change the group type of a group.

To edit a group:

  1. Go to view the group's profile.
  2. On the right-hand side of the screen, select Edit.
  3. Make the changes.
  4. Select Save Group.

Group profile

Assigning loan and deposit products

Once a group is created you can assign loan and deposit products to it. Only the loan and deposit products that were set as available to groups will be visible as options. For more information, see Setting Up New Deposit Products - Product Availability and Setting Up New Loan Products - Product availability.

To assign loan or deposit products to a group:

  1. In the top right-hand corner, select New Account .
  2. Then select New Deposit Account or New Loan Account depending on what you want to set up.
  3. Enter all the necessary information.
  4. Select Save Changes.

Editing notes and custom fields

To edit notes:

  1. Go to the bottom of the group's overview profile.
  2. Hover over the notes area to reveal the edit icon and select it.
  3. Enter the information in the text box.
  4. Select the check icon to save. If you would not like to save your changes then select the deny icon .

To edit a custom field:

  1. Go to the bottom of the group's overview profile.
  2. Hover over the custom field area to reveal the edit icon and select it.
  3. Enter the information you would like to edit.
  4. Select the check icon to save. If you would not like to save your changes then select the deny icon .
Please Note
If you want to add new custom fields to a group, you can do so by clicking on More > Add field.

Deleting a group

If you have the Delete Groups (DELETE_GROUP) permission, you can delete a group as long as its members have no accounts. When you delete a group, all the details will be permanently removed from the system.

To delete a group:

  1. Go to the group's profile.
  2. On the right-hand side of the screen, select More > Delete.
  3. Select Confirm.

Group information screen with More button menu displayed and Delete button highlighted in green

Internal controls for groups

You may want to manage your exposure to individual clients within groups, for example, in the case that they default on their loans. In order to manage risk, you can set Internal Controls which are accessible at Administration > General Setup > Internal Controls.

Examples of internal controls that you can set are:

  • Setting whether clients and groups are required to be assinged to branches, centres, and credit officers.
  • Determining if clients may be in more than one group.
  • The size limit for a group.

For more information, see Internal Controls.

Custom views for groups

The Groups menu item also contains default views (also referred to as custom views) for groups. Custom views are customizable pages in the Mambu UI that can be used to create your own UI displays or to generate reports.

For more information on how to create additional custom views to have easy access to information about groups, see Custom Views.


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