An admin can view a user’s savings and the details of the savings from the Lendsqr admin console. To view a user’s savings, there are two ways to do this.
1. Checking a user’s savings from the savings page
Navigate to the “Savings” tab under the Customers section.
On the savings page, click on “Filter“ and filter for the user using their phone number, email BVN, etc.
Click on the returned user’s record that you wish to view.
This will redirect you to the user’s savings details page.
2. Checking a user’s savings from the user's page
Navigate to the “Customers” sub-tab under the “Customer Management” tab in the Customers section of the side navigation
On the customer's page, click on “Filter“ and filter for the user using their phone number, email BVN, etc.
Click on the returned user’s record that you wish to view.
This will redirect you to the user’s details page.
If the user has any savings, there will be a savings tab under their profile card. Click on the savings tab.
This will show you the list of all the savings plans the user has ever created.
Click on the savings plan row that you wish to view.
This will redirect you to the savings details page.
