- 30 Jan 2023
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Navigating in the Mambu UI
- Updated On 30 Jan 2023
- 4 Minutes To Read
- Print
- DarkLight
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Upon logging into the Mambu UI, users encounter a customizable dashboard with various widgets. Navigation is facilitated through the top bar, allowing access to organization details, branch filters, custom views, creation forms, and a search box. Users can manage tasks, access user settings, and utilize the navigation bar for menu items. The UI also provides links for quick access to user and client profiles, loan and savings accounts, and other operations. The system offers support resources through the Help feature and includes options for logging out and accessing the Customer Service Portal. Customization options are available for menu items and views based on user permissions.
When you first log in to the Mambu UI, you will land on a customizable dashboard composed of different widgets. For more information, see Dashboard.
To navigate through the Mambu UI, you can use:
The information you are able to view while you navigate through Mambu depends on your access settings. For more information, see Understanding Users, Roles, and Permissions.
Top bar
Organization name
The name of your organization is the first item you see on the top left-hand corner of the top bar. To define it, go to Administration > General Setup > Organization Details > Institution Name.
Branch filter
If you have permission to access more than one branch, you will have access to the branch filter. Select a branch to display any branch-specific information. For more information on branches, see Branches and Centres.
View menu
The View menu allows you to create a temporary custom view using a quick lookup. Custom views are a tool to generate reports on the fly and to easily retrieve filtered lists of information. For more information, see Custom Views.
Create menu
The Create menu gives you access to creation forms. The default options are Client, Group, Loan Account, Deposit Account, and User. Note that you must have the appropriate relevant permissions to view these options.
When you create additional client and group types, those will also be included as options in the list. For more information, see Client Types and Group Types.
Search box
The search box allows you to search for clients, groups, users, branches, and centres either by their name or ID. You may also search for clients by entering the first characters of the ID of one of their identification documents.
You can also use the search box to find shortcuts to create new clients, loans, and savings accounts.
To run a search, start typing the name or number associated with the entity or shortcut you're looking for, and you will see an auto-complete list of matching results.
To use the search box either select it or use the shortcut Alt-Space.
For more information on shortcuts available in the search box, see Search box shortcuts.
Tasks
You will see a small gray or green box to the right of the search box - this is the tasks icon. If you have no open tasks assigned, the square will be grey and contain the number 0. Otherwise, the square is green and shows the number of open tasks you have assigned.
You can view the tasks due, add new tasks, and assign them to other users. It also allows you to view a list of all your tasks. For more information, see Communicating with other users.
User settings
Select your name to view a dropdown list of options.
View Your Profile
Select View Your Profile to navigate to your profile page. This option is is only accessible if you have any of the following permissions:
- View User Details (
VIEW_USER_DETAILS
) - Create Users (
CREATE_USER
) - Edit Users (
EDIT_USER
) - Delete Users (
DELETE_USER
)
Edit Your Profile
Select Edit Your Profile to open the Edit User dialog. This option is only accessible if you have any of the following permissions:
- View User Details (
VIEW_USER_DETAILS
) - Create Users (
CREATE_USER
) - Edit Users (
EDIT_USER
)
My Views
Select My Views to navigate to the Manage My Views page, where you can manage and create menu items and custom views. For more information, see Menu Items and Custom Views.
Logout
Select this option to log out of Mambu.
Help
Help is a quick access point for support resources.
Hide Help removes contextual tooltips that are available throughout the Mambu application.
Customer Service Portal is a self-service portal, for more information, see Customer Service Portal
Go To Help Docs goes to our support.mambu.com
site through which you may access our support documentation.
Web Form for support cases is an online contact form. For more information, see Web form for support cases.
Navigation bar
The navigation bar displays menu items. There are two categories of menu items, menu items with views and menu items without views.
The menu items without views are Dashboard, Products, Reporting, Accounting, and Administration, these are predefined and all users have access to them.
Menu items with views have custom views attached to them. There are predefined menu items with views and you can also create additional menu items with views. For more information on creating and customizing menu items, see Menu Items and for more information about creating and managing custom views, see Custom Views.
The menu items with views that you are able to view will depend on your permissions. For more information on the necessary permissions for each menu item and custom view type, see Menu item types and permissions.
Links
The Mambu UI includes many links you can use to directly access user profiles, client profiles, loan accounts, and savings accounts, or to perform some operations such as entering repayments or editing client profiles.
You can easily identify links in Mambu by their blue color.