The Three Settings Sections
Agatabo organizes its configuration surface into three distinct sections, each with a different focus and a different permission requirement.Organization Settings
Organization Settings control how your tontine runs day-to-day. Here you configure the organization’s display name, accounting period type, email and SMS notifications, loan policy parameters, and dividend distribution rules. Some fields — like currency, timezone, and decimal precision — are set once at organization creation and remain permanently fixed to protect historical data integrity. Required permission:settings:write to modify; settings:read to view.
Permissions & Access Control
Agatabo uses a role-based access control (RBAC) model. Administrators define roles (for example, Treasurer or Loan Officer), attach a curated set of permission grants to each role, and assign roles to organization members. Every permission operates under either a SELF scope (access to your own data only) or an ANY scope (access to all members’ data). You can create as many custom roles as your organization needs. Required permission:organization_user_roles:write to manage role definitions; organization_user_roles:assign to assign roles to users.
Audit Logs
The Audit Trail captures every CREATE, UPDATE, DELETE, and CONFIGURE action performed in your organization — recording who acted, what resource was affected, when it happened, and whether the operation succeeded or failed. Logs are permanent and immutable; they cannot be deleted by any user. Use the Audit Logs tab to investigate discrepancies, satisfy external auditors, and monitor staff activity. Required permission:audit_logs:read with ANY scope.
Permission Quick Reference
| Task | Permission Required |
|---|---|
| View organization name | None — visible to all members |
| Edit organization settings | settings:write |
| View audit logs | audit_logs:read (ANY scope) |
| Create or edit role definitions | organization_user_roles:write |
| Assign roles to users | organization_user_roles:assign |
| Close an accounting period | periods:close |
Common Tasks
Change Your Organization Name
Open Settings
Click Settings in the left sidebar. The Organization Settings page opens on the Basic Info tab by default.
Enable Email Notifications
Email notifications require members to have valid email addresses in their profiles and your email service to be configured by your system administrator.
Review Audit Logs
See Audit Trail for the complete filtering and response field reference.
Settings You Cannot Change
A small set of fields is locked after your organization is created. Changing these after transactions have been recorded would corrupt historical data and break accounting records.| Setting | Why It’s Fixed |
|---|---|
| Currency | All recorded transactions, balances, and reports are denominated in this currency — changing it would corrupt every monetary value in the database |
| Amount scale (decimal precision) | Stored amounts would become ambiguous if the precision changed mid-operation |
| Timezone | Historical transaction timestamps would become ambiguous if the timezone shifted |
| Date format | Consistency across all historical records depends on a single, stable format |
| Organization type | Always TONTINE — the type determines core system behavior |
| Organization ID | A system-generated identifier referenced by every record in the database |
| Created date | A historical timestamp that anchors your entire audit history |
Explore Each Settings Area
Organization Settings
Configure your organization name, accounting period, notifications, loan policies, and dividend rules.
Permissions & Access Control
Understand scopes, build roles, assign permissions, and apply the principle of least privilege.
Audit Trail
Filter and interpret the permanent activity log for compliance, security, and troubleshooting.