Navigation Guide

This guide maps the branch dashboard routes visible in the left sidebar.

Navigation is role-aware. Organization owners and admins see the full dashboard, while branch managers, loan officers, cashiers, and viewers only see the modules allowed for their current branch role.

Branch navigation grouped around operations, analytics, and settings.

Sidebar structure

The complete navigation set for organization admins is:

• Home: branch landing page and portfolio summary
• Borrowers: borrower register and borrower profile workspace
• Loans: loan list and loan detail pages
• Loan Products: product catalogue and create/edit flow
• Repayments: repayment list and standalone repayment entry
• Wallet: credit wallet and funding context
• Analytics: overview, disbursements, collections, overdue, branches
• Settings: general, team, accounts, loan defaults, approvals, approval requests, activity log
• Support: support workspace
• Documentation: public docs entry point

Branch switching

• Use the branch button near the top of the sidebar.
• Switching branch changes the operational dataset behind borrowers, loans, repayments, and analytics.
• Always verify the branch before creating a borrower or loan.

Analytics sub-navigation

When you open Analytics, Adili exposes:

• Overview
• Disbursements
• Collections
• Overdue
• Branches

Settings sub-navigation

Settings is also role-aware:

• Owner and Admin: all settings pages
• Branch Manager: Approval Requests and Activity Log
• Loan Officer, Cashier, Viewer: no settings menu

When you open Settings, Adili exposes:

• General
• Team
• Accounts
• Loan Defaults
• Approvals
• Approval Requests
• Activity Log

Keyboard and quick access

• Use the search entry in the sidebar to jump faster between pages.
• Use the branch and organization controls before beginning data entry.
• Use browser back navigation freely inside borrower and loan detail flows.

Expected result

• You know which route to open for the task in front of you.
• You can switch branches safely.
• You know where analytics and settings sub-pages live.

Related pages

• Dashboard Overview
• Borrowers Overview
• Analytics Overview