Role menus
What each team sees in the menu and dashboard. Preview any role to review its screens.
Preview only“Preview as” changes the menu and dashboard in this browser. In the live build the menu comes from the signed-in user’s role, and the server enforces every action.
SA
Super Admin
AdministrationFull platform access
MENU
DashboardAll menus, settings, roles & audit log
KEY ACTIONS
- All actions, subject to audit logging
MJ
Loan Approver
CreditCredit · Loan decisions
MENU
DashboardLoan filesLoan decisionsCustomersDealersReportsMy attendance
KEY ACTIONS
- Decide loan files
- Browse loan files
- Dealer performance
- Customer lookup
RS
Credit Verification
CreditCredit · TVR & address checks
MENU
DashboardLoan filesAddress checksCredit teamCustomersMy attendance
KEY ACTIONS
- Address checks
- TVR calls
- Loan files
- Customer lookup
KN
Disbursal & Accounts
CreditCredit · Disbursal, accounts
MENU
DashboardCredit teamPayment evidenceDocument requestsCollectionsReportsMy attendance
KEY ACTIONS
- Disbursal queue
- Payment evidence
- Generated documents
- Reports
AP
FI Team (Field)
FieldField investigation · new cases
MENU
DashboardFI cases & visitsLoan filesFI exceptionsTravel scheduleMy attendance
KEY ACTIONS
- New FI cases
- Report mismatch
- My travel schedule
- Loan file lookup
SR
Loan Recovery
CollectionsCollections · overdue recovery
MENU
DashboardLoan recoveryCollectionsPayment evidenceCustomersTelecallersReportsMy attendance
KEY ACTIONS
- Overdue cases
- Payment evidence
- Telecaller allocation
- Reports
RK
Telecaller · Collection
TelecallersTelecallers · collection
MENU
DashboardMy call listCollectionsCustomersMy attendance
KEY ACTIONS
- My call list
- My collection cases
- Customer lookup
PR
Telecaller · Sales
TelecallersTelecallers · sales
MENU
DashboardMy call listSales & leadsCustomersMy attendance
KEY ACTIONS
- My call list
- Leads
- Customer lookup
NA
Customer Support
SupportSupport · complaints & voice notes
MENU
DashboardComplaintsCustomersService centresDocument requestsFleet & IoTMy attendance
KEY ACTIONS
- Complaints
- Customer lookup
- Service centres
- Request a statement
KM
NBFC Documents Desk
SupportOperations · NBFC statements
MENU
DashboardDocument requestsCustomersLoan filesMy attendance
KEY ACTIONS
- Document requests
- Customer lookup
- Loan files
AM
Service · Battery & Rickshaw
ServiceService · tickets & fleet
MENU
DashboardService teamFleet & IoTComplaintsService centresMy attendance
KEY ACTIONS
- Service tickets
- Fleet & IoT
- Complaints
- Service centres
RJ
Dealer Operations
ServiceDealer compliance & finance
MENU
DashboardDealersDealer complianceStock & ordersAgreementsSales & leadsLoan productsMy attendance
KEY ACTIONS
- Dealer compliance
- Agreements
- Stock & orders
- Dealers
PK
HR
HRHR · travel schedule & attendance
MENU
DashboardTravel scheduleSales & leadsUsers & rolesReportsMy attendanceAttendanceField map
KEY ACTIONS
- Travel schedule
- Attendance
- Field map
- Reports
Policy pendingRole groups, multi-role membership and the final permission matrix still need approval (D-18). These are proposed groupings from the meeting notes.