10 docs tagged with "groups"

A *client* models any customer that is just an individual. A *group* models any customer that is not an individual.

This page describes how to create, edit, and delete client types. For general information on individual clients and how they are used, see [Clients...

The term *client* is used in different ways in Mambu. In general usage, a *client* refers to any customer of your organization. Clients are...

Classes are the different classes of profit sharing within the same investment pool. For example, within a real estate investment pool you may have...

Every group you create is created from a group type. Make sure to have set up any necessary group types before moving on to group creation. For more...

This page describes group role names. For general information on groups and how they are used, see [Clients and Groups...

With *Configuration as Code* (CasC), you may batch configure your group role names configuration via the API using YAML. For general information on...

This page describes how to create, edit, and delete group types. For general information on groups and how they are used, see [Clients and Groups...

Solidarity groups, sometimes called hybrid groups, are a type of loan product often used for microcredit. It allows you to monitor the individual...

This page describes how to manage groups. For general information on groups and how they are used, see [Clients and Groups...