Investment Module #
- Superadmin has all permission
- Underwriter has designated permissions
- Other user permission can be created by superadmin as the case may be
View Branch
A user with this permission can access branches that have been created in loan, investment and user management by another user or the Super Admin
Submit Application to Pool
A user with this permission can submit a loan and investment application to the pool.
View Reports
A user with this permission can view report activities on both loan and Investment Modules.
Create Threshold Parameter
Permission to create boundaries for the parameters of loan products.
Update Threshold Parameter
Permission to update limit for the parameters of loan products
View Threshold Parameter
Permission to view the limit of the parameters of loan products
View Global
Permission to view all business branches across board.
Initiate Deactivation Request
A user with this permission has access to initiate a deactivation request.
Edit Sold By
A user with this permission can edit the sold by details of an investment
Add Investment
A user with this permission has the access to add a new investment.
Activate Account
A user with this permission has the access to activate user account
Manage Investment
A user with this permission can manage an investment.
Add Investment Type
A user with this permission has the access to add a new investment type.
View Investment Dashboard
A user with this permission has the access to view the investment dashboard.
Edit Investment Type
A user with this permission has the access to edit an already existing investment.
View Investment Module
Users with this permission can view available investment.
Set Investment Start Date
Users with this permission have the access to set an investment start date.
View Running Investment
A user with this permission has the access to view a running investment.
Approve Liquidation
A user with this permission has the access to approve an investment liquidation.
View Investment Pool
A user with this permission has the access to view investment pool.
VIew Investment Types
A user with this permission has the access to view investment types
Approve Investment
A user with this permission has the access to approve an investment
Create Short Term Placement
A user with this permission can create a short term placement.
View Short Term Placement
A user with this permission can access a short term placement
View Investment Liquidation Report
A user with this permission can view an investment liquidation report.
View investment
A user with this permission has the access to view investment
Liquidate Short Term Placement
A user with this permission has the access to liquidate a short term investment
Activate short Term Placement
A user with this permission has the access to activate a short term placement
Approve Short Term Placement
A user with the permission has the access to approve a short term placement
Merge Investment
A user with this permission has the access to merge two or more investments together.
Split Investment
A user with this permission has the access to split an investment.
Deactivate Investment
A user with this permission has the access to deactivate an active investment