User Groups

User Groups are collections of users assigned to specific roles or responsibilities within the system. In the context of loan processing, user groups are primarily used to control access during the loan approval workflow. By grouping users with approval rights, the system ensures that only authorized personnel can interact with customer records at critical decision-making stages.

1. Navigate to the Administration Module

2. Under the Administration module, select Users Groups

3. In the top-left corner of the Users screen, click the "+ New User Group"

1. Add the group name and description, then click the button "+ Add Member" within the group detail view to add new members