Users & Roles¶
Purpose¶
The Users & Roles module allows administrators to manage who can access QoopOne and what they are allowed to do. Each staff member has a user account with an assigned role. The role determines which modules they can see and which actions they can perform.
Who Can Access¶
| Role | Access Level |
|---|---|
| Administrator | Full access — can create, edit, and deactivate users |
How to Open This Page¶
Sidebar → Admin → Users
Users List¶
📸 Screenshot Placeholder — Users List
Shows all staff user accounts.
| Column | Description |
|---|---|
| Name | Staff member's full name |
| Login email (username) | |
| Role | Their assigned role |
| Branch | Branch they are assigned to |
| Status | Active or Inactive |
| Last Login | When they last signed in |
| Actions | 👁 View · ✏️ Edit |
Creating a User Account¶
- Click Add User or Invite User.
- Fill in:
| Field | Required | Description | Example |
|---|---|---|---|
| Full Name | Yes | Staff member's name | Chukwuemeka Obi |
| Yes | Their work email address — this becomes their username | emeka@firstcoop.com |
|
| Role | Yes | The role that defines their permissions | Loan Officer |
| Branch | Yes | Which branch they work at | Abuja Branch |
| Password | Yes | Initial password — the user should change this on first login | Temp@1234 |
- Click Save User.
User Roles¶
QoopOne comes with a set of pre-defined roles:
| Role | Key Permissions |
|---|---|
| Administrator | Full system access — all modules, all actions |
| Committee Member | Approve members, loans, withdrawals; view all accounts |
| Loan Officer | Submit and process loan applications; view member profiles |
| Account Officer | Open savings accounts; post deposits and withdrawals |
| Teller | Post cash deposits and withdrawals; view accounts |
| Auditor | View all records and reports; cannot make changes |
| Field Agent | Use the mobile app to collect savings in the field |
| Branch Manager | Manage all operations within their branch |
Role Matrix¶
Sidebar → Admin → Role Matrix
📸 Screenshot Placeholder — Role Matrix
The Role Matrix is a detailed permission table showing which roles have access to which features. Administrators can customise permissions for each role.
| Module | Admin | Loan Officer | Teller | Auditor |
|---|---|---|---|---|
| Members — View | ✓ | ✓ | ✓ | ✓ |
| Members — Create | ✓ | ✗ | ✗ | ✗ |
| Members — Approve | ✓ | ✗ | ✗ | ✗ |
| Loans — Apply | ✓ | ✓ | ✗ | ✗ |
| Loans — Approve | ✓ | ✗ | ✗ | ✗ |
| Savings — Deposit | ✓ | ✗ | ✓ | ✗ |
| Reports — View | ✓ | ✓ | ✗ | ✓ |
| Accounting — Journal | ✓ | ✗ | ✗ | ✗ |
Editing a User¶
- Find the user in the list.
- Click ✏️ Edit.
- Update their name, role, branch, or status.
- Click Save Changes.
Deactivating a User¶
When a staff member leaves or is no longer using the system:
- Open their user record.
- Click Deactivate or set Status = Inactive.
- Confirm.
Deactivated users cannot log in
Their records remain in the system for audit purposes, but they cannot access QoopOne.
Resetting a User's Password¶
- Open the user's profile.
- Click Reset Password.
- A new temporary password is generated and emailed to the user.
Tips¶
Principle of Least Privilege
Give each user only the permissions they need for their job. Do not assign Administrator access to everyone — it increases security risk.
Admin Accounts
Protect Administrator accounts carefully. Use strong passwords and enable two-factor authentication for all admin users.
Frequently Asked Questions¶
Q: Can the same email be used for two user accounts?
A: No. Every user must have a unique email address.
Q: What is the difference between a member account and a staff user account?
A: Members log into the self-service portal to view their own accounts. Staff log into the main QoopOne system to manage the cooperative's operations. These are separate accounts.