Overview
The Settings section allows administrators to configure organization-wide settings, manage permissions, and view audit logs.Settings Sections
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
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
Audit Logs
Track all system activity:- Who performed actions
- What was changed
- When changes occurred
- Success/failure status
Audit Trail
View activity logs
Who Can Access Settings?
Permission required: Varies by section| Setting | Permission Required |
|---|---|
| View organization name | None (all users) |
| Edit organization settings | settings:write |
| View audit logs | audit_logs:read (ANY scope) |
| Manage roles/permissions | organization_user_roles:write |
Common Tasks
Changing Organization Name
Enabling Email Notifications
Note: Exact location may vary by Agatabo version. Contact administrator if unable to find setting.
Reviewing Audit Logs
See Audit Trail for detailed documentation.
Settings Categories
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
settings:write permission
User-Level Settings
Individual user preferences:- Profile information: Name, email, phone
- Password: Change authentication credentials
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)
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 personnelEnable 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
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
Need Help?
Organization Settings
Detailed configuration guide
Permissions
Understanding access control