To add a new user (employee) to MAXMONEY, navigate to Setups > Security > Users.

The Group Administrator is responsible for adding new users and linking them to appropriate roles. Users can only log into MAXMONEY branches to which they have been granted access. A single user can be linked to multiple roles (security levels) and multiple branches within your entity.

You can now create your own users; it's no longer necessary to request Mycomax to add new users. To disable a user, simply uncheck the Enable checkbox in their profile.

While your legal entity can create its own users, please note that new users might affect your billing.

To add a new user:

1. Enter the Username for the new user. This is what they'll use to log in to MAXMONEY.

2. Provide a Short Name for the user (maximum of 10 characters).

3. If you wish to set or change the user's password, enter the new Password.

4. Re-enter the new password in the Confirm Password field.

5. Check Use High Contrast Interface if the user needs a high-contrast display due to low color contrast.

6. From the dropdown list, select the Interface Language the user prefers to work in.

7. Under Roles, select all applicable roles (user rights/security levels) for this user. A user can have more than one role.

8. Under Loan Product, select the loan products the user should have access to.

9. Under Branches, select the branch(es) the user should have access to. A user can access multiple branches depending on your business model.

Yellow fields indicate required information.

User Personal Details

• Title: Select an appropriate title (Mr, Ms).

• Initials: Enter the user's initial(s).

• First Name: Enter the user's preferred first name.

• Full Name(s): Enter all given names of the user.

• Surname: Enter the user's surname.

• Gender: Select the user's gender from the list.

• ID Type: Select the appropriate ID Type from the list.

• ID Number: Enter the user's ID Number.

• Date of Birth: Enter the user's date of birth.

• Other Surnames: Enter the user's maiden name, if applicable.

• E-mail Address: Enter the user's email address. This is required for MaxCollect, Cash Ups, receiving OTPs, and receiving reports. It's also used for password resets to send OTPs.

• Cellphone Number: Enter the user's cellphone number. This is required for MaxSMS OTPs and for sending OTPs during password resets.

• Work Telephone Number: Enter the user's work telephone number.

• Home Telephone Number: Enter the user's home telephone number.

• Fax Number: Enter the user's fax number.

User Address Details

Physical Address

• Physical Address Line 1: Enter the first line of the user's home address.

• Physical Address Line 2: Enter the second line of the user's home address.

• Physical Address Line 3: Enter the third line of the user's home address.

• Physical Address Country: Select the correct country from the list.

• Physical Address Province: Select the province.

• Physical Address Area: Enter the area.

• Address Code: Enter the address code.

Postal Address

• Postal Address Line 1: Enter the first line of the user's postal address.

• Postal Address Line 2: Enter the second line of the user's postal address.

• Postal Address Line 3: Enter the third line of the user's postal address.

• Postal Address Country: Select the country.

• Postal Address Province: Select the province.

• Postal Address Area: Enter the area.

• Postal Code: Enter the postal code.

Additional Settings

• Language: The available language selections are determined by the country in which your entity operates.

Action Buttons

• Save: Click this button to save all the entered information to the database.

• Cancel: Click this button if you do not want to save the information to the database.