Account Officer
Last updated
Udara360 User Guide
Last updated
The Account Officer feature allows users to manage and oversee account officers in the system. This includes adding new officers, viewing and editing officer details, and managing access levels and statuses. This guide will help users navigate the Account Officer section and perform critical tasks.
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Account Officer from the dropdown list.
The Account Officer page displays a table with key details of account officers, such as:
S/N: Serial number of the account officer.
Staff ID: Unique identification number assigned to the officer.
Name: The full name of the officer.
Phone Number: Contact number of the officer.
Access Level: The level of access granted to the officer (e.g., 1, 2, 3).
Branch Name: The branch where the officer is assigned.
Date Created: The date the system created the account officer record.
Status: Indicates whether the officer is Active or Inactive.
Actions: Allows users to manage the account officer (e.g., edit, unlink User, or view officer records).
To create a new account officer record:
Click the Add button at the page's top left.
Click the Select User dropdown and select from the dropdown list of active Users who have been created under the User Management.
The system autofills the basic personal information of the account officer while the user fills up the Supervisor Name, and Supervisor Email.
Click Save to add the new officer to the system.
Click the "Yes, I want to proceed" button to reconfirm action.
To modify an existing officer’s details:
In the Actions column, click the three vertical dots (⋮) next to the officer’s record you wish to edit.
Select Modify from the dropdown menu.
Make the necessary updates, such as changing the Staff ID, Gender, Access Level and Supervisor's Name.
Click Update to save and apply the changes.
In the Actions column, click the three vertical dots (⋮) next to the officer’s record you wish to deactivate.
Select the Deactivate option.
Click the "Yes, I want to proceed" button to reconfirm action.
Reactivate Officer Status: You can also follow the same steps to reactivate the account officer's status.
You can reassign an older account officer and reactivate their role. To reassign an account officer:
From the side menu, go to Account > Account Officer > Re-assign Account Officer.
Select your desired officer under the "Select Old Account Officer" field.
Click the Search button.
Click the Reassign button.
Click the "Yes, I want to proceed" button to reconfirm action.
You can also select multiple and reassign account officers all at once.
