Mycomax will initially create your Legal Entity. They will also create and link one of your users with GSA (Group Setup Administrator) access for each Legal Entity. The GSA for your Legal Entity is responsible for all subsequent setups, including the Legal Entity details, Branches, and Users.

Tip: Use the breadcrumbs at the top of the screen to easily navigate through the system.

Here's a checklist of key configurations:

• Ensure a loan agreement document is set up and configured to print with all new loans.

• Create Security Roles (which define user rights and access levels), add your users, and link them to the appropriate roles.

• Verify that loan products have been set up and that all users who will create loans have access to these products.

• Change the passwords for all cash boxes and link the necessary events (sources) to each.

• If you plan to use any of the features, make sure to add all necessary information within their respective setup sections.

Country of the Legal Entity

Some system settings are specific to each country. When Mycomax creates your legal entity, they will link it to a country, which automatically activates these country-specific settings.

Time Zones

The database server operates on GMT time. The country table includes the GMT Offset for each country, as well as an indicator for daylight saving time. A separate table contains the start and end dates for daylight saving time and its effect on the GMT offset.

Dates and times displayed within the system and on reports will be automatically adjusted to show the correct date and time, based on the GMT Offset and daylight saving time settings of the country your legal entity is linked to.