Administrator Guide

Group Administration

As a group administrator, you have access to powerful tools to manage your group effectively.

Administrator responsibilities include:

• Setting and managing group policies
• Approving or rejecting loan requests
• Managing group finances and accounts
• Recording group transactions
• Generating group reports
• Managing group members

Member Management

Keep your group organized by managing member access and responsibilities.

Managing members:

1. View all member profiles and contribution history
2. Add new members via email invitations
3. Suspend or remove inactive members
4. Adjust member roles and permissions
5. Track member compliance and attendance

Use the member analytics dashboard to identify top contributors and members who need support.

Loan Approval Workflows

The loan approval process ensures fairness and transparency in your group.

Approval workflow steps:

1. Review pending loan requests in the admin dashboard
2. Examine member history and eligibility criteria
3. Approve or reject with detailed feedback
4. System automatically creates repayment schedules
5. Monitor repayment progress

All decisions are logged and members are notified automatically.

Generating Reports

Access comprehensive analytics to understand your group's financial health.

Available reports:

• Financial Summary - Total savings, disbursed loans, interest earned
• Member Analytics - Contribution history, loan records, compliance
• Transaction Reports - Detailed logs of all financial activities
• Growth Analytics - Trends and projections for your group
• Compliance Reports - Member participation and payment compliance

All reports can be exported as PDF or Excel for sharing and archiving.

System Settings

Customize your group's configuration to match your specific needs.

Key settings to configure:

• Group name and description
• Contribution amounts and frequency
• Loan policies and interest rates
• Member approval process
• Notification preferences
• Currency and language settings