> ## Documentation Index > Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt > Use this file to discover all available pages before exploring further. # SACCO roles & permissions catalog > Every checkbox on the Sacco360 role editor, in the order it appears, with a plain description of what each one does. When you edit a role under **Settings → Access → Roles & Permissions**, you see a list of modules, and each module has a row of checkboxes. This page lists every one of those checkboxes, in the exact order they appear on screen, with a plain description of what turning it on actually lets someone do. There are **16 modules and 52 checkboxes** in total for Sacco360. Most modules follow the same pattern: **View** (see it), **Add** (create new), **Edit** (change existing), **Delete** (remove), **View All** (see everyone's, not just your own). A few modules — Loans, Reports, Audit — have their own special actions instead, because "view" and "edit" aren't specific enough for what they do. **Where to manage this:** Settings → Access → Roles & Permissions. System roles (Teller, Manager, etc.) can have their checkboxes changed but can't be renamed or deleted — you can always reset one back to its factory default. *** ## 1. Sacco360 Audit A read-only history of who did what — logins, and changes to members, loans, savings, and staff. This is its own separate permission, not bundled into any other module. | Checkbox | What it does | | ---------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **View** | Look up the history for a specific member or loan, search across the whole log, and see who viewed or changed what. This shows *everyone's* activity, not just the viewer's own. | | **Admin** | Run a check that confirms the audit log hasn't been tampered with, and see if/where it was. Doesn't reveal anything beyond what View already shows. | | **Export** | Download the audit log as a file — the format used when submitting to a regulator. Every export is itself logged. | *** ## 2. Sacco360 Dashboard The summary screen shown after logging in. | Checkbox | What it does | | -------- | ---------------------------------------------------------------- | | **View** | See the dashboard. | | **Edit** | Access admin-level dashboard actions, beyond just looking at it. | *** ## 3. Sacco360 Groups | Checkbox | What it does | | ------------ | ---------------------------------------------- | | **Add** | Create a group. | | **Edit** | Change a group's details. | | **Delete** | Remove a group. | | **View** | See groups. | | **View All** | See every group, not just ones you're tied to. | > **Note:** this permission exists in the role editor but there's no Groups feature live in the product yet — turning it on doesn't currently unlock any screen. It's reserved for a future group/chama feature. *** ## 4. Sacco360 Loan Applications A single checkbox — separate from the main Loans module because "seeing the pipeline of applications working their way through approval" is a narrower thing than "seeing loan data." | Checkbox | What it does | | -------- | -------------------------------------------------------------------------------- | | **View** | See the list of loan applications and where each one is in the approval process. | *** ## 5. Sacco360 Loans | Checkbox | What it does | | --------------------- | ------------------------------------------------------------------------------------------------------ | | **Add** | Start a new loan application for a member. | | **View** | See existing loans and their status. | | **Edit** | Change a loan's details — this is also the permission that covers writing off a loan as unrecoverable. | | **Approve** | Give the first sign-off on a loan application — usually the loan officer's job. | | **Committee approve** | Give the final sign-off, usually done by the credit committee, after the first approval. | | **Disburse** | Release the approved funds to the member. | | **Repay** | Log a payment a member has made toward their loan. | *** ## 6. Sacco360 Member Portal This is what an actual SACCO member (not staff) sees when they log in themselves — access to **their own account only**, never anyone else's. | Checkbox | What it does | | -------- | ------------------------------------------------------------------------------------------------------------------------- | | **View** | See your own profile, and browse the loan/savings products on offer (so you can decide what to apply for). | | **Add** | Fill in your own profile, add a beneficiary/next-of-kin, upload an ID document, or submit things like a loan application. | *** ## 7. Sacco360 Members Staff looking up and managing the roster of people who belong to the SACCO. | Checkbox | What it does | | -------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Add** | Add a new member — one at a time, or in bulk via a spreadsheet upload. Also covers generating an invitation link for someone to sign themselves up. | | **View** | See member profiles and search the member list. | | **Edit** | Change a member's details. This single checkbox also covers everything else that happens to a member's status: approving or declining an application, suspending/reactivating, starting a member's exit, deciding on dormant/inactive accounts, and revoking an invitation link. | *** ## 8. Sacco360 Reports | Checkbox | What it does | | ------------------ | ----------------------------------------------------------------------- | | **Run** | Open Reports and generate one. | | **Export** | Download a report as a file. | | **Schedule** | Set a report to run automatically on a recurring schedule. | | **Manage presets** | Create or edit saved report setups that the rest of the team can reuse. | *** ## 9. Sacco360 Roles & Permissions | Checkbox | What it does | | ------------ | ------------------------------------------------------ | | **Add** | Create a new role. | | **Edit** | Change what an existing role can do. | | **Delete** | Remove a role. | | **View** | See what roles exist and what each one can do. | | **View All** | See every role, including ones outside your own scope. | *** ## 10. Sacco360 Savings | Checkbox | What it does | | ------------ | -------------------------------------------------------------------- | | **Add** | Log a contribution a member is putting into savings. | | **View** | See savings balances and history. | | **Edit** | Log a withdrawal a member is taking out of savings. | | **Transfer** | Move money between a member's own savings, loan, and share accounts. | *** ## 11. Sacco360 Accounting Settings | Checkbox | What it does | | -------- | ----------------------------------------------------- | | **View** | See how SACCO transactions map to the general ledger. | | **Edit** | Change that mapping. | *** ## 12. Sacco360 Member Settings | Checkbox | What it does | | -------- | --------------------------------------------------------------------------------------------- | | **View** | See the rules for onboarding, ID verification, and how dormant/inactive accounts get handled. | | **Edit** | Change those rules. | *** ## 13. Sacco360 Operations Settings | Checkbox | What it does | | -------- | ---------------------------------------------------------- | | **View** | See approval-workflow rules and scheduled background jobs. | | **Edit** | Change those rules and trigger jobs manually. | *** ## 14. Sacco360 Product Settings | Checkbox | What it does | | -------- | --------------------------------------------------------------------------- | | **View** | See the loan, savings, and share products the SACCO offers, and their fees. | | **Edit** | Change or add to those products and fees. | *** ## 15. Sacco360 Shares | Checkbox | What it does | | ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Add** | Set up a new type of share product, or record a purchase more broadly. | | **View** | See member share balances. | | **Edit** | Transfer shares between accounts, or change existing share records. | | **Purchase** | Sell shares to a member who's there in person — the quick, everyday counter transaction (kept separate from Add so a teller can be given just this, without the broader product-setup ability). | *** ## 16. Sacco360 Staff The people who *work* at the SACCO, as opposed to the members it serves. | Checkbox | What it does | | ---------- | -------------------------------------------------------------- | | **Add** | Onboard a new staff member. | | **View** | See the staff list and their details. | | **Edit** | Change a staff member's details, or take them off active duty. | | **Delete** | Remove a staff profile entirely. | *** ## Related * [Accessing HR — businesses, roles & permissions](/hr/user/getting-started/accessing-hr) — the equivalent concept in the HR module, for comparison.