This living guide walks institution administrators through every decision required to configure, secure, and manage Mankuca. Each section includes practical checklists and recommended timelines so you can launch confidently.
1. Institution Setup Checklist
- Create your institution profile, branding, currencies, and fiscal year calendars.
- Define business units (branches, agencies, field teams) and map GL accounts.
- Configure notification channels (SMS, email, in-app alerts) with approved templates.
Tip: Use sandbox mode to rehearse onboarding before inviting production users. Switch to live mode once workflows are approved.
2. Role-Based Access Control
Create reusable role templates that mirror your internal policies. Common roles include:
- Institution Admin: Full access with audit responsibilities.
- Branch Manager: Portfolio monitoring, approvals within branch limits.
- Teller/Officer: Daily transactions, KYC, disbursements, repayments.
- Auditor: Read-only access with export privileges.
3. Compliance & Security
- Enforce MFA for all privileged users.
- Schedule automated backups and export encrypted copies to your disaster recovery site.
- Enable audit lock to prevent edits to closed periods.
4. Go-Live Timeline
- Week 1–2: Sandbox configuration, data import testing.
- Week 3: Pilot branch onboarding & role training.
- Week 4: Institution-wide rollout, activate real-time monitoring dashboard.