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Overview

The Settings section allows administrators to configure organization-wide settings, manage permissions, and view audit logs.

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Settings Sections

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Organization Settings

Configure core organization details:
  • Organization name
  • Currency and decimal precision
  • Timezone and date format
  • Accounting period type (monthly, quarterly, yearly)
  • Notification preferences (email/SMS)
  • Loan and dividend policies

Organization Settings

Configure organization details

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Permissions & Access Control

Agatabo uses role-based access control (RBAC) to manage who can perform what actions:
  • Predefined roles (Admin, Treasurer, Loan Officer, etc.)
  • Custom role creation
  • Granular permissions (read, write, delete)
  • Scoped access (SELF vs ANY)

Understanding Permissions

Learn about access control

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Audit Logs

Track all system activity:
  • Who performed actions
  • What was changed
  • When changes occurred
  • Success/failure status

Audit Trail

View activity logs

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Who Can Access Settings?

Permission required: Varies by section

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Common Tasks

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Changing Organization Name

1

Navigate to Settings

Click Settings in sidebar
2

Edit Basic Info tab

Opens by default
3

Update name

Enter new organization name
4

Save

Click Update button

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Enabling Email Notifications

1

Navigate to Settings

Click Settings in sidebar
2

Configure notifications

(Feature may be in Basic Info or separate tab)
3

Toggle Enable Email

Turn ON to send email notifications
4

Save changes

Apply notification preferences
Note: Exact location may vary by Agatabo version. Contact administrator if unable to find setting.

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Reviewing Audit Logs

1

Navigate to Settings

Click Settings in sidebar
2

Click Audit Logs tab

Shows complete activity history
3

Filter and search

Narrow down by date, actor, action type
See Audit Trail for detailed documentation.

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Settings Categories

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Organization-Level Settings

These apply to the entire organization and all users:
  • Name: Organization display name
  • Currency: Primary currency (e.g., RWF, USD)
  • Timezone: For timestamp display and date calculations
  • Accounting Period: MONTHLY, QUARTERLY, or YEARLY
  • Notifications: Enable/disable email and SMS
Who can change: Organization administrators with settings:write permission

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User-Level Settings

Individual user preferences:
  • Profile information: Name, email, phone
  • Password: Change authentication credentials
Who can change: Each user can update their own profile Note: Agatabo currently has limited user preferences. Features like theme selection, language, and display options may be added in future versions.

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Security Settings

Access control and permissions:
  • Roles: Assign users to roles (Admin, Treasurer, etc.)
  • Permissions: Grant specific capabilities (create loans, view reports)
  • Scopes: Limit access to own data (SELF) or all organization data (ANY)
Who can change: Administrators with role/permission management rights

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Best Practices

Review settings after setup: Verify currency, timezone, accounting period are correct before recording transactions
Limit administrator access: Only grant settings:write to trusted personnel
Enable audit logging: Always keep audit logs active to track changes
Document custom settings: If you customize loan/dividend policies, maintain written documentation
Test notification settings: Send test email/SMS before relying on automated notifications

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Settings You Cannot Change

Some settings are fixed at organization creation and cannot be modified:
  • Organization type: Always TONTINE
  • Created date: Historical timestamp
  • Organization ID: System-generated identifier
Why?: Changing these would break historical data integrity and accounting records.

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Need Help?

Organization Settings

Detailed configuration guide

Permissions

Understanding access control