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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, in the company overview.
Loan Management System (DMS)
After logging in to LMS, you will be directed to the dashboard where you can find an overview of both loans, requested by you and the ones awaiting your 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.
Details of each loan can be reviewed, using the arrow buttons on the right.
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 You can create 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 . You can save the newly created loan, by using the “Save” button in the upper right corner. You can add document attachments at the bootom of the loan creation page, by using the button or droping the selected files directly in the field.
Note: You can only save the new loan after setting all items from the checklist to "completed" by using the checkboxes in front of each item.
Under the “Checklists” “Loan checklists” tab you can find a list of all available checklists can be found, together with their statuses (Active/Inactive). Those can further be edited or removedYou can edit and/or remove these, using the according buttons on the right. New checklists can be addedYou can add new checklists, using the “+” button.
When adding a new checklist, a name and code for that same checklist are required. Various checklist items can be listed in the detailsadded, using the “Add item” button. Already existing item fields can be removed, using the “x” button on the right of each field.
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You can manage users with access to the application can be managed through the “Users” tab under “User management”. The status of the existing users (Active/Inactive) is displayed on the right of each user and can be edited with the according checkboxes. Users You can be removed and remove users and/or manage user information, groups and permissions can be managed , using the according “Edit” and “Delete” buttons on the right . New users can be addedof each user. You can add new users, using the “+” button.
When adding a new user, a username, e-mail, password and names are to be set, together with a status (Active/Inactive; Superadmin). Additionally, you can add each user can be added to a group and manage permissions can be managed individually per user, under the according tabs.
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You can manage groups within the company with access to the application can be managed through the “Groups” tab under “User management”. Groups can be edited or removedYou can edit and/or remove groups, using the according “Edit” and “Delete” buttons on the right of each group in the list. New groups can be created, using the “+” button, through where you will need to set group name, description and permissions are set.
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