Nathan Goldson

The Dashboard is the central landing screen that provides the Master with a comprehensive, real-time overview of all activities and statistics across the entire organisation. Unlike other roles, th...

The Top Menu Bar is a fixed, always-visible navigation strip located at the top of the screen throughout the IPF platform. It acts as the central access point for all major functions available to t...

To log out of the Admin Portal: Click on your profile icon in the top right corner of the screen. From the dropdown menu, select Logout. You will be securely signed out of the system. 🔐 This act...

The Add Template screen allows administrators to create new templates for various communication types (Email, SMS, Document, Call). These templates are used in client notifications and can be assoc...

This section enables users to define and configure automatic system-generated alerts based on specific triggers. Each input field and configuration option plays a crucial role in setting when, how,...

The Notifications section allows administrators to manage and test automated alerts that are sent to users based on system events. These alerts can be configured to use predefined templates and can...

The Placeholders section allows administrators to create, view, and manage reusable text tokens (placeholders) used in templates. Placeholders automatically populate dynamic content in messages, de...

The Templates section allows administrators to manage all predefined messages used across the platform, including for emails, SMS, documents, and calls. These templates are used in notifications, l...

Managing Loan Products The Products section provides an overview of all loan products currently configured on the platform. Each product entry includes essential loan details such as the category, ...

Department Management The Departments section provides a centralized view of all departments configured in the Admin Portal. It summarizes the number of managers, users, and permissions assigned to...