This section outlines the steps to set up MAXUP and grant user access.

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Product Setup

To give users access to MaxMoney:

1. Navigate to Setup > MAXUP > Product Setup.

2. Under "MAXUP Product User," select the usernames of the individuals who require access to the product.

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User Access

Once the product is set up, you need to activate users and their relevant permissions.

Activating Users on Products

1. Go to Setups > MAXUP.

2. For each product, select the users you wish to activate.

3. Click Save.

Activating Resources for User Roles

To ensure users have the necessary permissions within MAXUP, you must activate specific resources for their roles.

1. Go to Setups > Security > Roles.

2. Select Edit Role for the relevant user role.

3. Select the following resources:

   • MaxUp Client List Delete

   • MaxUp List Edit

   • MaxUp List View

   • MaxUp Loan

   • MaxUp Client Product Report

   • MaxUp Override Product Inception Date

Activating Resources for MAXUP MAXCOLLECT

For users to interact with MAXCOLLECT functionalities, activate the following resources:

• MaxUp Client Create Payback Instruction

• MaxUp Client Edit Payback Instruction

• MaxUp Client Enquire Payback Instruction

• MaxUp Client View Mandate on Payback Instruction

• MaxUp Client View Payback Instruction