Account Officer

The Account Officer page allows you to manage and oversee account officers, add new officers, view and edit their details, manage their access levels, and control their active status. This guide will walk you through all actions available on the Account Officer page.

Accessing The Account Officer Page

1. Log into the application using your credentials

2. From the dashboard, navigate to Accounts in the side menu

3. Select Account Officer from the dropdown list

The page displays a table listing each officer's Staff ID, Name, Phone Number, Access Level, Branch Name, Date Created, Status, and Actions. You can also search for a specific officer using the Search officer name field at the top right of the page.

Adding a New Account Officer

To create a new Account Officer:

1. Click the Add button at the top left of the page

2. Use the Select User dropdown and choose from the list of active users created under User Management, the system will autofill the First Names, Last Name, and other basic details

3. Fill in the remaining fields: Branch, Staff ID, Phone Number, Access Level, Gender, Address, Supervisor Name, and Supervisor Email

4. Click Save to add the new officer

Modifying Account Officer Details

1. In the Actions column, click the three vertical dots (⋮) next to the officer's record

2. Select Modify from the dropdown

3. Update the necessary details, such as Staff ID, Gender, Access Level, or Supervisor Name

4. Click Update to save the changes

5. Click "Yes, I want to proceed" to confirm the update, or "No, thanks" to cancel

Viewing Account Officer Details

1. In the Actions column, click the three vertical dots (⋮) next to the officer's record

2. Select View to see the full details of the account officer record

Unlinking a User from an Account Officer

1. In the Actions column, click the three vertical dots (⋮) next to the officer's record

2. Select Unlink User to remove the user account linked to this officer record

Activating An Account Officer

1. In the Actions column, click the three vertical dots (⋮) next to an InActive officer's record

2. Select Activate

3. Click "Yes, I want to proceed" to confirm, or "No, thanks" to cancel

Deactivating An Account Officer

1. In the Actions column, click the three vertical dots (⋮) next to an Active officer's record

2. Select Deactivate

3. Click "Yes, I want to proceed" to confirm, or "No, thanks" to cancel

The option shown in the Actions dropdown (Activate or Deactivate) depends on the officer's current status.

Filtering Account Officer Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

You can also select multiple and reassign account officers all at once.