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Authorized users who have access to the application. Users are associated to a role and given specific permissions. Several users can be associated to one single role. For instance Loan Officer role can be used to give limited access to OpenCBS to as many Loan Officers as needed. 

Create new User

To create a new user click Create button upper right-hand corner and fill the following fields:

  • First Name
  • Last Name
  • Username 
  • Branch
  • Password
  • Confirm password
  • Role
  • E-mail
  • Phone number
  • Address
  • Id number
  • Position

All fields are pretty self-explanatory. Branch and Role are presented as drop-down lists with predefined values and other fields are free text fields.

Once changes made, click the Save button at the upper right-hand corner to save the new entry or Cancel to discard your changes. 

Edit User

To edit a specific user, click on it to go to the details where you will find the Edit button.

Once changes made, click Save to save them or Cancel if you decided to leave the user untouched.

Change password

Click on the entry you want to edit to go the entry details where you will find the Edit button.

Once changes made click Save to save them or Cancel to discard.

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