Ideas for the Mambu Banking Engine

Add a user type for Finance Operations

Why

A finance operations team member should be able to post journals and adjustments but not have access to make changes to the setup of the rest of Mambu (reduce the possibility of unauthorized changes).

What

Ability to post manual journals and make deposit transactions without being an Admin user.

How

Currently, you can create a new Role, let's call it "Finance Operations" and:

  • Assign Access Rights 'Mambu'

  • from permissions, use the 'Deposits' and 'Accounting' permission categories to select the needed permissions for this role.

  • I've also attached a screenshot with an example

  • Ioana Zamfir
  • Sep 26 2019
  • Already exists
  • Attach files