23 docs tagged with "permissions"

A *transaction* is any operation implying changes in the balance of an account such as deposits, withdrawals or disbursements. Mambu tracks all...

API consumers are an abstraction similar to an OAuth client. The primary purpose of an API consumer is to generate API keys, which are used to...

To approve a loan account, select the **Approve** button, and confirm the dialog box. This will change the account state to **Approved**, and it will...

The audit trail capability tracks all activities that have been performed in the Mambu Core Banking system via the UI or API...

The complete Audit Trail V2 API documentation can be found here: [Audit Trail V2](/api/pages/audit-trail/welcome)

Blocking funds in an account essentially means you prevent clients from withdrawing or transferring a specified amount. Clients can still withdraw...

Mambu allows you to select a journal entry booking date different from the value date of transactions.

A *branch* in Mambu is the default label for an organization's subdivision. Often branches represent:

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

Extract all the client specific custom field values grouped by client. Each new client will be displayed on a new page.

This page describes the client life cycle. For general information on individual clients, see [Clients and Groups...

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

Represent as a pie the client portfolio spread by state.

When a client finishes repaying a loan, the account balance goes to zero due and you can close that loan account.

To close an account:

A *user* is anyone who accesses and uses Mambu via the UI or the API. Each user has a user account that stores the access credentials, the details of...

By default, Mambu runs a daily series of automated tasks outside of business hours and an hourly series of additional processing tasks. These are...

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

A *permission* is the authorization given to users that enables them to view a type of information or to perform an action in Mambu. You can either...

This article describes profile and password management for users with a Mambu password.

A *role* is a way to to group permissions and to control other forms of access within Mambu.

A *user* is anyone who accesses and uses Mambu via the UI or the API. Users are assigned *permissions* which determine the information they can...

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