This guide will also help you understand your dashboard better so you can easily navigate through the different sections and modules.
On signing in to Pecunia, you are immediately taken to the homepage which outlines some key points to walk you through everything you need to start lending.
Just below the Home tab on the side navigation bar is the main dashboard. The main dashboard provides a quick view of your organization's important metrics such as the total number of users, loans and savings on your platform. You also get a quick view of the most recent logins.
The side navigation pane allows you to easily access all the key sections of Pecunia. This navigation pane is divided into three sections. These sections are Customers, Businesses and Settings.
The “Customers” section contains the different pages that are used to directly view and manage your users' activities on the mobile app. From this section, an admin can;
Easily access users' details;
View and manage loans;
View and manage loan requests;
View users' savings;
View and manage beneficiaries
View, create and edit whitelists;
View and manage guarantors
The “Business” section of Pecunia gives you direct control over your key products and services. Here, an admin can;
Create, edit and manage loans products;
Create, edit and manage savings products;
Create and edit decision models;
View all transactions details;
Review your user’s identification documents.
View an export relevant organization reports;
Manage the prepaid services account and the Nuntius disbursement account.
The “Settings” section allows admins to manage key system settings and the Pecunia platform itself. This section is made up of the Preferences tab, Fees & Pricing tab as well as Audit logs tab. Under the settings section, an admin can:
Invite, activate, deactivate and delete team members;
Edit the organization profile;
View audit logs to keep track of the activities of other team members.
Set fees for card payments and interbank transfers.
Admins can also manage key system operations in this section. For example, an admin can
Control the email notifications admins and users can receive;
Manage additional loan settings and organization settings.
These services are available under the System Settings tab on the “Preferences” page.
Watch the video below to view how your dashboard looks on the Pecunia admin console.