Setting Up Employers, Business Industries, and Lending Institutions
Navigate to the Configuration section and select Business Module.
From the Business Module page, click the Add New button in the top-right corner. A menu will appear, allowing you to select and create a new Employer, Business Industry, or Lending Institution.
Adding a Business Industry
- From the menu, select Add New Industry.
- In the form, fill in the Industry Name and save.
- Upon saving, the new industry is automatically listed in the Industries tab.
- To make it available for use, find the industry in the list and select the Manage option to activate it.
Add Lending Institution
Required Permission: Create Lending Institutions, View Lending Institutions, Update Lending Institutions
To add a new lending institution, select Add New Lending Institution and fill in the required details in the form.
Editing Lending Instituion
To edit a lending institution, follow these steps:
- From the main list, click Show Lending Institution.
- Use the search box to find the specific institution.
- In its row, locate the Manage option under the Actions column.
- Click Manage, make your changes in the form, and save.
Add Employer
Required Permission: Create Employers
To add a new employer, select Add New Employer and fill in the required details in the form.
