Administering Funderr
The Admin section in Funderr provides system administrators with the tools to configure, customize, and maintain system-wide settings. This section is essential for managing organization-level data, user access, and system behavior. Proper administration is crucial for ensuring the security, stability, and efficiency of your Funderr installation.
Accessing the Admin Section
To access the Admin section:
Log in to Funderr as a user with administrative privileges. Only users with the "Administrator" role can access this section.
Click the Admin menu item in the top navigation bar (highlighted in the screenshot below). It's usually located between "Reports" and "Configuration Wizard".
Screenshot: The Funderr main interface with the Admin menu item highlighted. Note the location in the top navigation bar.
Key Administrative Tools and Settings
The Admin section provides access to the following tools and settings. These are grouped into subsections:
Users: Create, manage, and assign roles to users.
Organization: Manage offices, holidays, employees, and other organizational settings.
System: Configure system-wide settings, manage data tables, and integrations.
Products: Manage loan products, savings products, and other financial products.
Templates: Define templates for SMS messages, email messages, and notes.
Managing Users
The Users section allows you to create, modify, and manage user accounts within Funderr.
To navigate to the Users section:
Navigate to Admin > Users > Users, as shown in the following screenshots.
Screenshot: Navigating to the Users list from the Admin menu.
To create a new user:
Click the Create User button to add a new user.
Fill in the required fields: Username, Email, First Name, Last Name, Office, Staff, and Roles. See the screenshot below.
Screenshot: The "Create User" form with the required fields highlighted.
Important: The Roles field determines the user's permissions within Funderr. Choose the role carefully based on the user's job responsibilities.
Configuring Organization Settings
The Organization section allows you to manage various organizational settings, such as offices, holidays, and employees.
To configure Organization settings:
Navigate to Admin > Organization, as shown in the following screenshot.
Screenshot: The Admin -> Organization settings page.
From this page, you can access:
Manage Offices: Add new offices or modify existing office hierarchy.
Manage Holidays: Define holidays for the office, affecting loan scheduling.
Manage Employees: Create employee records (often representing loan officers).
Configuring System Settings
The System section allows you to configure the global behaviors.
To configure system settings:
Navigate to Admin > System, as shown in the following screenshot.
Screenshot: The Admin -> System settings page.
From this page, you can access:
Manage Roles and Permissions: Add and configure roles
Audit Trails: Monitor activities
Configuring Templates
The Templates section allows you to manage the email/SMS and message templates.
To access the admin template
Navigate to Admin > Templates, as shown in the following screenshot.
Screenshot: The Admin -> Templates settings page.
To create the admin template follow these steps
Click the Create Template, as shown in the following screenshot.
Screenshot: The Admin -> Create Templates page.
From this page, you can access:
Select the templates types
Add new templates
Important Administrative Tasks
As an administrator, it's crucial to perform these tasks regularly:
User Management: Regularly review user accounts and permissions. Disable accounts for terminated employees promptly.
Security Audits: Conduct periodic security audits to identify and address potential vulnerabilities.
Backup and Recovery: Implement a robust backup and recovery plan to protect your data.
System Updates: Stay up-to-date with the latest Funderr updates and security patches.
Tips for Administrators
Here are some tips to help you administer Funderr effectively:
Use roles and permissions strategically to control access and enforce the principle of least privilege. Give users only the permissions they need to perform their job duties.
Regularly audit staff and user access to ensure that permissions are still appropriate and to identify any unauthorized access attempts.
Set working days accurately to avoid scheduling conflicts and ensure that loan due dates fall on business days.
Document all administrative changes and configurations.
Train users on how to use Funderr effectively and securely.
Troubleshooting
Here are some common issues and their solutions:
Issue: User cannot access a specific feature - Verify that the user has the necessary permissions assigned through their role. Check if the role has been granted access to the feature.
Issue: Email notifications are not being sent - Check the email configuration settings to ensure that the correct SMTP server and credentials are configured. Also, check the spam folder to see if emails are being filtered.