...
To navigate through the organisations and companies, log in to the platform. The company to be accessed can be selected through the overview page of the organisations available or through the “Switch between companies” button in the upper left corner of the page.
After selecting a company, you will see the applications, available for that same company, are displayed in the company overview.
Loan Management System (DMS)
After logging in to the LMS, you will be directed to the dashboard where you can find an overview of both loans, requested by the user you and the ones awaiting that same user’s approval, is displayed on the dashboard pageyour approval.
Under “Loan overview” a list of all loans within the company can be found. Per loan information is provided on the requesting user and the status of the loans. For the approved and rejected loans, the approving or rejecting party is accordingly displayed.
...
Loan details on approved and rejected loans cannot be edited.
Editing is only available for loans, listed as “Pending”. Changes can be saved, using the “Update” button in the upper right corner. Further, these loans can be approved or rejected, using the “Approve” and “Reject”, situated next to the “Update” button.
New loans can be created under the “Create loan” tab. Information on the loan type (borrowing/lending), party, agreement and maturity dates, principal amount, repayment frequency, etc. are to be filled before saving the loan, using the “Save” button.
Under the “Checklists” tab a list of all available checklists can be found, together with their statuses (Active/Inactive). Those can further be edited or removed, using the according buttons on the right. New checklists can be added, using the “+” button.
...
Groups within the company with access to the application can be managed through the “Groups” tab under “User management”. Groups can be edited or removed, using the according “Edit” and “Delete” buttons on the right. New groups can be created, using the “+” button, through where group name, description and permissions are set.
