Employees represent staff members in your organization who can be linked to groups, clients, and loans. Employees may have user accounts to log in to Symba Microbanking, but this is not required.

User accounts vs. employees

Microbanking users are managed in Symba Portal. To create Microbanking users, see:

• Creating a new Microbanking user
• Creating a login for an existing Microbanking user

Prerequisites

Log in to Symba Microbanking with a user account that is authorized to manage employees.

Managing employees

• On the Home page, click on "Organization"
• Click "Manage Employees"
• You can now view, create, and edit employees depending on your permissions

Note: Employees cannot be deleted, but they can be deactivated.

Related Topics

• Offices
• Managing users