Overview
What a branch operator needs before working inside the microfinance dashboard.
Use this page to confirm access, branch context, and the minimum setup needed before working in the dashboard.
Who this is for
- Branch managers
- Operations staff
- Loan officers
- Support staff reviewing portfolio activity
Before you begin
- Confirm you have an active Adili account.
- Confirm your organization and branch access are already assigned.
- Confirm you know which branch you should work from before creating operational records.
- Confirm you understand whether your branch uses maker-checker approval or single-operator execution.
First steps
- Sign in through
/login. - Select the correct organization from
/dashboard. - Verify the branch switcher shows the branch you intend to work from.
- Review the Dashboard Overview.
- Open the task-specific guide for the action you are about to perform.