Add a New Role
Navigate to Setup > Security > Roles > Add a
New Role. In this section, the Group Administrator can create and manage generic
security "groups" or levels. These roles define the specific permissions and
access rights for users (employees) within your entity, such as Accountants,
Consultants, or Branch Managers. Each role has a session timeout setting. "Manage" options allow a user
to add, edit, and view information, while "View" options restrict a user to only
viewing information. There are no delete options available for roles. To add a new role, you'll need to request the group setup
administrator to perform this action. When setting up a new role, you'll configure the following: Description: Assign a clear, descriptive name to the security group
or level (e.g., "Branch Manager - Full Access"). Enabled: If this checkbox is not selected, users assigned to this
role will be unable to access any system functions, effectively disabling
their user rights to make changes. Session Timeout: Specify the duration (in minutes) after which an
inactive user session will automatically time out (e.g., enter Weekday Time Start/End: Define the allowed access hours for
weekdays. Users attempting to connect outside this range will receive an
error, which will be logged in the User Login Audit report. Saturday Time Start/End: Define the allowed access hours for
Saturdays. Sunday & Public Holiday Time Start/End: Define the allowed
access hours for Sundays and public holidays. This section allows you to define granular permissions for each role across
various MAXMONEY modules. Enabling a checkbox grants the role access to the
corresponding function. Address Detail: Access to the Address tab. Bank Detail: Access to the Bank tab. Change Cellphone Number: Permission to update cellphone numbers on
the Address tab. Change Client Budget: Add, edit, view, and print client
budgets. Change Client Home Branch: Change a client's home branch. Change Client Number: Change a client's system number. Change Force Compuscan: Modify the "Force Compuscan" checkbox value
on the client. Change Net Salary: Modify the net salary value. Change New Loans Status: Select/deselect the "Allow New Loans"
checkbox (otherwise, it's view-only). Change Percentage of Salary Available for Instalment: Modify the
percentage of salary available for installment. Change Perform CDV Verification on Bank Detail: Change the "Perform
CDV Verification" checkbox. Change Standard Conditions Signed: Select/deselect the "Standard
Conditions Signed" checkbox (otherwise, it's view-only). Change Status: Change the client's status. Change Use Client Budget: Check/uncheck the "use budget" checkbox to
determine if the budget is used for installment calculations. Change Use NCR Budget: Check/uncheck the "use NCR budget" checkbox
for installment calculations. Check Maxup Registration on Client: Access the "check MAXUP
registration" on client setup. Clear Enrolment: Clear an enrolled cellphone number for a client.
Only grant if the user may undo TechnoMetrix setup. Client Salesperson: Change the salesperson for a client. Only
grant if the user must be able to change the salesperson. Clients Documents Edit: Edit documents on the client. Clients Documents View: View documents on the client. Client Tracking Days: Change tracking days on the client's payback
tab. Credit Control Edit: Add and edit Credit Control Entries. Credit Control View: View the list of Credit Control
Entries. Dairy Notes Add: Add Diary Notes. Dairy Notes View: View Diary Notes. Employment Detail: Access to the Employment tab. Employment Detail Client Add: Add the employer when creating a new
client. Financial Detail: Access to the Financial tab. Force NCR Budget Detailed to Add Reason: Require a reason for zero
amounts in the NCR Detailed Budget. Manage Clients: Add, edit, and view borrowers/clients. Manage Other Branch Clients: Edit information on clients whose home
branch differs from the user's allocated branches. MaxAVR Verification Change: Modify MaxAVR Verification
settings. MaxAVR Verification View: View MaxAVR Verification settings
only. MaxMedia Take Client Picture: View and take client
pictures. MaxUp Client Create Payback Instruction: Create a payback
instruction on a MAXUP product. MaxUp Client Edit Payback Instruction: Edit an existing MAXUP
payback instruction. MaxUp Client Enquire Payback Instruction: Perform a CSP enquiry on a
MAXUP payback instruction. MaxUp Client List Delete: Delete a MAXUP entry. MaxUp Client View Mandate on Payback Instruction: View the payback
instruction mandate. MaxUp Client View Payback Instruction: View the created payback
instruction. MaxUp List Edit: Edit MaxUp List. Maxup List View: View MaxUp List. Other Detail: Access to the Other Details tab. Payback Detail: Access to the Payback tab. Reference Detail: Access to the References tab. Status Deceased: Change a client's status to Deceased. Update Basic Client Information: Change basic client information
(Title, Initials, First Name, Full Names, Surname, ID Type, ID Number).
Applies to updating, not adding clients. View Client Log: View the client log. View Clients: View borrowers/clients only. View Letters - Certificate of Balance: View the Certificate of
Balance letter. View Letters - Client Details: View the Client Details
letter. View Letters - Final Payment Letter: View the Final Payment
letter. View Letters Menu: Access the letters menu. View Letters - Own Letters: View custom letters. View Letters - Personalized Statement: View the Personalized
Statement. View Letters - Settlement Letter: View the Settlement
Letter. Wallet Detail: Access the Bank tab and view e-Wallet
details. Wallet Edit Linked Values: Access the Bank tab and edit linked
values. Compuscan Client Enquiry: Access the Compuscan client enquiry
button. Compuscan Non-Client Enquiry: Access the Compuscan non-client
enquiry function. Browse and Download Files: Access to browse and download
files. Create Folders: Access to create folders. Delete Files and Folders: Access to delete files and
folders. Rename Files and Folders: Access to rename files and
folders. Upload Files: Access to upload files. Employer Batch Change: Change the employer batch. Employer Tracking Days: Change employer tracking days. Manage Employers: Add, edit, and view Employers. View Employers: View Employers only. Experian Client Enquiry: Access the Experian client enquiry
button. Experian Non Client Enquiry: Access the Experian non-client enquiry
function. Cash Up: Perform a Cash Up on the Cash Box. Cash Up Reason Override: Override the cash up reason. Process a Transaction: Record a financial transaction. Record in All Periods: Record financial transactions in any
month/period. Record in Current and Previous Period: Record financial transactions
only in the current and previous month/period. Record in Current Period: Record financial transactions only in the
current month/period. Unblock Cashbox: Unblock a blocked cash box. View Accounting Transactions: View general ledger transactions
posted in a specific ledger. Print Budget: Print the Budget in HTML. It will print with Loan
Agreements for new loans, using the last created/updated budget. Print Budget Form: Print the Budget Form in HTML. It will print with
Loan Agreements for new loans, using the last created/updated budget. Print Loan Schedule: Print the Loan Schedule in HTML. Print and Reprint a Compuscan Enquiry: Print the Compuscan Enquiry
in HTML. Print and Reprint a Contract: Print the Contract in HTML. Print and Reprint a CPI Agreement: Print the CPI Agreement in
HTML. Print & Reprint a Letter of Demand: Print the Letter of Demand
in HTML. Print and Reprint a Letters: Certificate of Balance: Print the
Certificate of Balance Letter in HTML. Print and Reprint a Letters: Client Details: Print the Client
Details Letter in HTML. Print and Reprint a Letters: Final Payment Letters: Print the Final
Payment Letter in HTML. Print and Reprint a Letters: Own Letters: Print custom letters in
HTML. Print and Reprint a Lettters: Personalised Statement: Print the
Personalized Statement in HTML. Print and Reprint a Letters: Settlement Letter: Print the Settlement
Letter in HTML. Print and Reprint a Payback Instruction: Print the Payback
Instruction in HTML. Print and Reprint a Receipt: Print the Receipt in HTML. Print and Reprint a Standard Conditions: Print the Standard
Conditions in HTML. Print and Reprint Change to Client: Print the Change to Client
document in HTML. Print and Reprint eWallet Confirmation Document: Print the eWallet
Confirmation Document in HTML. Print and Reprint Loan Quotation: Print the Loan Quotation in
HTML. Print Statement of Settlement: Print the Statement of Settlement in
HTML. Print Transaction: Print the Transaction in HTML. Activate Written Off Loan: Activate a written-off loan. Advanced Loan Calculation Button: Use the Loan Calculation
feature. Agreement Date: Change the Agreement Date of an inactive
loan. Allps Account Cash Split Loan Payouts: Split Allps Account Cash
Split Loan Payouts. Application Date: Change the Application Date of an inactive
loan. Attached Documentation Edit: Edit attached documentation on a
client. Attached Documentation View: View attached documentation on a
client. Available for Instalment: Change the amount available for each
installment. Charge Fees and Interest when "in Default": Activate or disable fees
and interest on defaulted loans. Create Payback Instruction: Create a Payback Instruction on an
active loan. Credit Protection Insurance - External Policy: Change the
setting. Credit Protection Insurance - Policy Status: Change the policy
status. Credit Protection Insurance - Self Insurance: Change the standard
setting. Do Not Charge Interest And Fees Checkbox: Change the "Do Not Charge
Interest And Fees" setting. Enable Loan Cap: Use the Loan Cap feature. First Instalment Date: Change the date of the first
installment. Force Advanced Loan Calculation: Require the use of the "Loan
Calculation" button instead of "next." Instalment Amount Due: Change the amount of an active
installment. Instalment Date Due: Change the date of an active
installment. Interest and Fee Parameters: Change interest rates and fees for
Simple, Compound, Profit Rate, or RSA interest calculation methods. Letter of Demand: Access and print the letter of demand. Loan Amount: Change the borrowed amount on the loan. Loan Tracking Days: Change payback tracking days on the
loan. Loan Update: Salesperson: Change the salesperson on a new
loan. Manage Loan Instalments: Add, edit, and view installments of active
loans. Manage Loans: Add, edit, and view loans. Remember to link the
user to the loan products they may select. Manage Other Branch Loans: Make changes to a loan created in another
branch. MaxCollect Parameters: Edit MaxCollect parameters on the
loan. MaxMedia Take Client Picture on Loan: Take a client photo with each
loan. MaxUp Loan: Use MaxUp on a loan. No of Multipay: Update the number of Multipay on the loan. Number of Instalments: Change the number of installments on a
loan. Payback Type: Change the Payback Type on a loan. Payments 3rd Party Loan: Grant a 3rd Party Loan. Payment to Client: Change the payment to client event. Payment to Client: Reference Number: Change the reference number
displayed in accounting transactions. Payment to Client: Transaction Date: Change the date the payment to
client transaction is recorded. Record Interest and Fees: Record Interest and Fees. Reschedule Instalments: Reschedule dates and amounts of active
installments for active loans. Status: Active: Change the status of a loan to Active. Status: Cancelled: Change the status of a loan to Canceled. Status: Non Performing: Change the status of a loan to Non
Performing. Status: Not Approved: Change the status of a loan to Not
Approved. Status: Written Off: Change the status of a loan to Written
Off. Use Allps Signature Pad: Use the Allps signature pad on the
terminal. Additional CSP setups required. Use Compuscan: Change the value of the "Use Compuscan" checkbox on
the loan. Use Experian: Change the value of the "Use Experian" checkbox on the
loan. Use VeriCred: Change the value of the "Use VeriCred" checkbox on the
loan. View Loan Instalments: View the installments of the loans. View Loan Log: View the log of changes made to the loan. View Loans: View loans and their transactions. Manage Other Branch Payback Instructions: Change payback
instructions of another branch. Manage Payback Instructions: Change payback instructions. Manage Payout Instruction: Change payout instructions. View Payback Instruction: View payback instructions. View Payout Instruction: View payout instructions. MaxTrigger Compuscan Version 2 Use: (Specific function related to
Compuscan V2 in MaxTrigger). MaxTrigger Import to Client: Access to MaxTrigger Import
Client. MaxTrigger List Edit: Edit the MaxTrigger List. MaxTrigger View: View the MaxTrigger List. Processing: Client Change Batch: Execute the Change on Client
Process. Processing: Client Change Payback Type Batch: Run the Process Client
Change Payback Type Batch. Processing: Client: Import Receipt: Execute the Receipt Import
Process. Processing: Client Letter of Balance: (Function to generate Client
Letter of Balance). Processing: Client: Letter of Demand per Loan: Execute the Letter of
Demand per Loan. Processing: Client Marketing: (Function related to client marketing
processing). Processing: Client: Process Payroll: Execute the payroll
process. Processing: Loan: Export for Payment Collections: Export loan
installments for collection. Processing: Loan: Export Loan Payouts: Export initial loan values
for payouts. Processing: MaxCollect: Reschedule of Payback Instruction Instalment
Arrears: Reschedule Payback Instruction Instalment Arrears. Processing: MaxCollect: Resubmission of instalments: Resubmit
installments. Processing: MaxSMS: Execute MaxSMS batches. Only grant if the
user needs to send batch SMSs. Processing: SACRRA: Export: Execute the SACRRA Export
batch. Processing: View Logs: View log files of processes (e.g., Month
End). Receipts: Record general accounting receipt transactions. Manage Other Branch Receipts: Create or reverse receipts on clients
whose home branch differs from the user's allocated branches. Receipt: Bad Debts Recovered: Create a Bad Debts Recovered
Receipt. Receipt: Display Amount NOT to Allocate Against Loans: View and edit
this amount field. Receipt: Effective Date: Change the effective date. Receipt: Force Settlement: Use the force settlement
function. Receipt: Ignore Settlement: Use the ignore settlement
function. Receipt: Reverse: Reverse an existing receipt. Receipt: Transaction Date: Change the transaction date. Single Click Receipts: Allow the user to make receipts only via this
method. (Note: Only one receipt event should be allocated to a cashbox when
Single Click Receipt is used.) Enabling the checkbox for any of the following grants the role permission to
generate that specific report: Active Client Report Active User Performance Report Age Analysis (Instalment Based) All Cash Box Summary Report ALLPS Social Grant Report Area Performance Report Audit Forced Settlement Report Audit Late Payments Report Audit Suspicious Transactions Report Automatic Email Report Automatic Notification on Report Completion Bad Debt Written Off Report Bank Performance Report Branch Performance Report CashBox Financial Events Report Cash Up on Specific CashBox Report Client Contract / Payment Exceeding Parameters Report Client Credit Control Report Client Diary All Entries Report Client Financial Changes Report Client Handover Report Client Log Report Client Non Loan Debt and Change Report Client Payback Information Client Payment per Employer Report Client Per Employer Report Client Report Client Statement of Account Report Client Supporting Documents Report Compuscan Batch Successful Send Items Report Compuscan Client Enquiry Report Compuscan Conflicts Alerts and Triggers Report Compuscan Non Client Enquiry Report CPI Premium Receipt Report CPI Premium Receipt Report: 1Surance CPI Premium Receipt Report: ASPIS CPI Premium Receipt Report: Kepler CPI Premium Receipt Report: Other CPI Premium Receipt Report: Universal Credit Life Remittance Report Credit Protection Insurance Monthly Report CSP Setup Log Report CSP User Setup Log Report Daily Movement Report Daily Transactions Report Data Extract for Audit Debtors Summary Report Debtors Transaction Ageing Report Declined Payback History Report Detailed Employer Report Detailed Ledger Report Detailed Loan Report Employer Client Variance Report Employer Pay Point Performance Report Employer Pay Point Report Employer Performance Report Follow Up Report Future Instalments Paid Report Inactive Client Report In Default Fees and Interest Report Instalment Detail Daily Analysis Report Loan Detail per Employer Report Loan Expected Income Report Loan Handover Report Loan Home Branch Deviation Report Loan Instalment Detail Report Loan Log Report Loan Outstanding Balances Report Loan Product Log Report Loans Paid Report Loan Status on Application Report Loan Transaction Ageing Report MAXAVR Detail MaxCollect Loan Audit Report MaxCollect Loan Instalment Report MaxSMS Detail Report MaxSMS Login Detail Report MaxSMS MIS Detail Report MaxSMS Reply Detail Report MaxSMS: Technometrix - Contracts Issued Report MaxTrigger Client MaxUp Client Product Report MaxUp MaxCollect Report Monthly Reconciliation Report Namfisa Summary Report NCR Form 15 Report NCR Loan Compliance Report Operational Control Report Overdue Loans by Month Report Payment Type Performance Report Payment 3rd Party Detail Report Payment to Client Report Payout Instruction Status Report Portfolio at Risk Report Possible Prescription Loans Report Product Performance Report Receipt Detail Report Receipt Between Dates Report Regulator Report Rescheduled Instalment Detail Report Sales Performance Report Statement for Settlement Report Statement of Financial Performance Statement of Financial Position Transaction Amount Exception Trail Balance Report Usage Statistics Report User Branch Report User Login Audit Report User Login Statistics Report User Password Reset Report User Performance Report Vat Submission Report XDS Client Enquiry Report VeriCred Client Enquiry Report VeriCred Non Client Enquiry Report Allow New Loans Reasons: Add and edit reasons for blocking or
enabling new loans on a client. Areas (Geographical): Access to Branch Area Setup. Preferably,
only the GSA should have access. Bank Accounts: Add and edit bank account information for the legal
entity. Branch: Branch Code: Edit the branch code. Cash Boxes: Access to Cash Box Setup of the Branch(es).
Preferably, only the Accountant should have access. Cash Up Reason: Add and edit reasons for cash ups that do not
balance. Client Status: Add and edit Client Status. Client Status Workflow Batch: Add and edit Client Status Workflow
Batches. Client Status Workflow Batch Rule: Add and edit Client Status
Workflow Batch Rules. Compuscan Setup: Access to the Compuscan module setup. Credit Protection Insurances: Add and edit Credit Protection
Insurance products for loans. Preferably, only the GSA should have
access. CSS Legal Entity: Add and edit the CSS Legal Entity. Email Reporting Setups: Add and edit users who will receive reports
via email. Employer Classification: Add and edit Employer Classifications.
Preferably, only the GSA should have access. Experian Setup: Set up and edit Experian. File Layouts: Set up and edit File Layouts. Financial Events: Access to Financial Event Setup of the legal
entity. Preferably, only the Accountant should have access. Financial Ledgers: Access to Financial Ledger Setup of the legal
entity. Preferably, only the Accountant should have access. General Accounting: Access to General Accounting Setup of the legal
entity. Preferably, only the Accountant should have access. General Branch: Access to Branch Setup. Preferably, only the GSA
should have access. General Client: Access to General Client Setup of the legal entity.
Preferably, only the GSA should have access. General Legal Entity: Access to General Setup of the legal entity.
Preferably, only the GSA should have access. General Loan: Access to General Loan Setup of the legal entity.
Preferably, only the GSA should have access. Loan Products: Access to Loan Product Setup of the legal entity.
Preferably, only the GSA should have access. Loan Purposes Disabled: Access to disabling and enabling loan
purposes for the legal entity. Manage Documents: Add and edit documents. Manage Letters: Add and edit letters. Marketing Info: Access to Salesperson Setup of the Branch(es).
Preferably, only a senior employee should have access. MaxAVR General Setup: Manage MaxAVR Setups. MaxChat Allow Chat: Access to MaxChat. MaxChat Setup: Set up MaxChat. MaxCollect CSPs: Set up MaxCollect CSPs. MaxCollect CSP User Setups: Add and edit CSP Users. MaxCollect General: Edit the General MaxCollect setup. MaxCollect Real Pay Bank Setup: Add and edit Bank Setup for
MaxCollect Real Pay. MaxCollect Tracking: Set up MaxCollect Tracking. MaxMedia General Setup: Add and edit MaxMedia General
Setup. MaxSMS General Setups: Set SMS limits, choose SMS products, and edit
SMS Messages. Only grant if the user may edit these setups. MaxTrigger Setup: Set up MaxTrigger. MaxUp Setup: Set up MaxUp. NCR Form 39: Set up NCR reporting. Salesperson: Add and edit salespeople. Payback Types Disable: Manage Payback Types. Payments 3rd Party Setup: Manage 3rd party payment
parameters. Regions: Add and edit Branch Regions for the Legal Entity.
Preferably, only the GSA should have access. Roles: Access to Roles (Security levels) Setup of the legal entity.
Only the GSA should have access. Users: Access to User Setup of the legal entity. Only the GSA
should have access. Users Add: Add users under the user setup of the legal
entity. VeriCred Setup: Access to VeriCred setups for the legal
entity. View Document: View the list of documents. XDS Setup: Set up XDS. VeriCred Client Contact Information Enquiry: (Access to VeriCred
Client Contact Information Enquiry). VeriCred Client Debt Review Enquiry: (Access to VeriCred Client Debt
Review Enquiry). VeriCred Client Enquiry: Access the VeriCred client enquiry
button. VeriCred Client Income Estimation Enquiry: (Access to VeriCred
Client Income Estimation Enquiry). VeriCred Client Optimal Debit Dates Enquiry: (Access to VeriCred
Client Optimal Debit Dates Enquiry). VeriCred Client Personal Verification Enquiry: (Access to VeriCred
Client Personal Verification Enquiry). VeriCred Client Property Owner Enquiry: (Access to VeriCred Client
Property Owner Enquiry). VeriCred Non-Client Enquiry: Access the VeriCred non-client enquiry
function. XDS Client Enquiry: Perform an XDS Client Enquiry. Workflow: Credit Control Override Request on Loan: Override credit
control on a loan. Workflow: Credit Control Request List Edit: Edit the Workflow:
Credit Control Request. Workflow: Credit Control Request List View: View the Workflow:
Credit Control Request. Workflow: Credit Control Request Report: View the Credit Control
Request Report. Deselect All: This will unselect all roles, meaning the user will
not have access to any functions. Select All: This option will select all roles, granting the user
access to every existing function. Save: Click this button to save all entered information and changes
to the database. Cancel: Click this button if you do not wish to save any new
information or changesAdding a Role
Creating a New Role
15
for a 15-minute timeout).Security Resources
Client
Compuscan
Doc Space
Employer
Experian
General Ledger
HTML Printing
Loan
MaxCollect
MaxTrigger
Processing
Receipts
Report
Setup
VeriCred
XDS
WORKFLOW
Action Buttons