Overview
User details pages provide comprehensive information about an organization user’s account, including personal information, savings balance, loan history, and transaction activity.Accessing User Details
User Profile Information
Personal Information
Basic details:- Full name
- Email address
- Phone number
- Profile photo
- Account number (auto-generated unique identifier)
- Join date
- Account status (Active or Inactive)
- Invitation status (Accepted or Pending)
- Assigned roles
Entry Fee
If user is a member with entry fee recorded:- Entry fee amount
- Payment date
- Bank account used
- Reference/description
Financial Information
Savings Overview
Key metrics available:- Current Balance: Real-time ledger balance
- Total Deposits: Sum of all contributions
- Total Records: Number of deposit transactions
- Savings History: Paginated list of all deposits with dates and amounts
- Monthly Breakdown: Month-by-month contribution analysis with:
- Expected vs actual contributions
- Missing contributions
- Contribution health metrics
- Click Download Statement button in Savings Overview
- Generates downloadable statement with user’s complete savings history
- Includes all deposits, balances, and transaction details
Permissions required:
savings:read permission (SELF for own data, ANY for all users)Loans
Loan information available:- All loans (active, closed, or defaulted)
- For each loan:
- Principal amount
- Interest rate and period
- Start and disbursement dates
- Status (Disbursed, Closed, etc.)
- Outstanding principal, interest, and penalties
- Securities and guarantors
- Attached documents
- Click on loan from user’s profile
- View full installment schedule
- See complete payment history
- Check detailed status with penalty breakdown
Permissions required:
loans:read permission (SELF for own loans, ANY for all users)Transaction Activity
Activity feed shows:- Savings deposits with amounts and dates
- Loan disbursements when loans were issued
- Loan payments (principal, interest, penalties)
- Dividend distributions from profit sharing
- Paginated results (navigate through history)
- Filter by transaction type
- Sorted by date (most recent first)
- Shows titles and descriptions for each transaction
Dividend History
Dividend allocations:- Dividend period (e.g., “2025 Annual Dividend”)
- Allocation amount for this user
- Distribution date
- Related dividend pool information
Permissions required:
dividends:read permission (SELF for own dividends, ANY for all users)Permissions Required
| Action | Permission Needed | Scope |
|---|---|---|
| View own details | organization_users:read | SELF (all users) |
| View any user details | organization_users:read | ANY (Admin, custom roles) |
| View own savings | savings:read | SELF (Member role) |
| View any user’s savings | savings:read | ANY (Admin, custom roles) |
| View own loans | loans:read | SELF (Member role) |
| View any user’s loans | loans:read | ANY (Admin, custom roles) |
| View own dividends | dividends:read | SELF (Member role) |
| View any user’s dividends | dividends:read | ANY (Admin, custom roles) |
Search and Filter
Finding users:- Search by name or email
- Filter by assigned roles
- Filter by account status (Active/Inactive)
- Filter by invitation status (Accepted/Pending)
- Sort by name, join date, or account number
What’s Not Available
Related Operations
Managing Users
Update roles and account status
Recording Deposits
Add savings transactions
Entry Fees
Record membership fees
Roles
Understanding permissions