Module 1
Tenant Workspace & Administration¶
How to sign in to your bank's SaakhSetu workspace, find your way around it, and set up everything the rest of the workflow depends on.
In SaakhSetu, your bank is a tenant: a private, isolated workspace. Your bank's farmers, staff, assessments and settings are visible only to your bank's users. No other bank on the platform can see them, and you cannot see theirs.
This module covers two things:
- Using the workspace: signing in, the screen layout, notifications and the dashboard. This applies to every user.
- Administering the workspace: the configuration screens in the sidebar. These are mainly for Bank Admins and Organization Admins.
In this module¶
| # | Page | What you will learn | Mainly for |
|---|---|---|---|
| 1.1 | Signing In & Account Access | Activating your account, signing in, OTP verification, resetting a password, account lockout | Everyone |
| 1.2 | Workspace Layout & Dashboard | The header, sidebar, notification bell, profile menu and dashboard | Everyone |
| 1.3 | First-Time Setup Checklist | The recommended order for setting up a new bank workspace | Bank Admin |
| 1.4 | Org Units Hierarchy | Building your Head Office, zone, region, district and branch structure | Bank Admin, Organization Admin |
| 1.5 | User Management | Inviting staff, editing them, suspending, reactivating and unlocking accounts | Bank Admin, Organization Admin |
| 1.6 | Role & Permissions | Default roles, creating custom roles, and what every permission means | Bank Admin |
| 1.7 | Land Configuration | Choosing the land measurement unit your bank uses | Bank Admin |
| 1.8 | Document Requirements | Setting which documents your bank requires, per loan product | Bank Admin |
| 1.9 | Lender Policy Configuration | Writing and activating your bank's eligibility policy | Bank Admin |
| 1.10 | Customize Branding | Applying your bank's logo and colours | Bank Admin |
| 1.11 | Email Logs | Checking whether invitation, OTP and password-reset emails were delivered | Bank Admin, Organization Admin |
| 1.12 | Work Menus at a Glance | What Farmer Profiles, Loan Assessments and CBS Account Mapping are for | Everyone |
The sidebar at a glance¶
The left sidebar shows only the items your role allows. Two people in the same bank can see different menus. If you expect an item and cannot see it, ask your Bank Admin to check your role.
| Sidebar item | What it is for | Shown when your role has | Default roles that see it |
|---|---|---|---|
| Dashboard | Your home page after sign-in | Everyone | All roles |
| Farmer Profiles | Create, find and complete farmer records | farmer.view or farmer.manage |
All roles |
| Loan Assessments | Prepare, review, score and decide loan assessments | assessment.view |
All roles |
| CBS Account Mapping | Link sanctioned facilities to CBS loan accounts | facility.read |
Bank Admin, Credit Officer, Sanctioning Authority, Credit Operations |
| Org Units Hierarchy | Build the branch and office structure | org_unit.manage |
Bank Admin, Organization Admin |
| User Management | Invite and manage bank staff | user.view or user.manage |
Bank Admin, Organization Admin |
| Role & Permissions | Define what each role can do | role.manage |
Bank Admin |
| Land Configuration | Set the bank's land measurement unit | tenant_config.manage |
Bank Admin |
| Document Requirements | Configure required documents per product | tenant_config.manage |
Bank Admin |
| Lender Policy Configuration | Author and activate eligibility policy | policy.configure |
Bank Admin |
| Customize Branding | Apply bank logo and theme colours | tenant.branding.manage |
Bank Admin |
| Email Logs | Check system email delivery | email_log.view |
Bank Admin, Organization Admin |
Default roles can change
The "Default roles" column shows the permissions each role template carries when a bank is first set up. Your Bank Admin can change them at any time, so the Role & Permissions screen is always the final word for your bank.
Key terms¶
| Term | Meaning |
|---|---|
| Tenant | Your bank's private workspace in SaakhSetu. |
| Org unit | One node in your bank's structure: Head Office, Zone, Region, District or Branch. |
| Role | A named set of permissions (for example Credit Officer). Every user has exactly one role. |
| Permission | A single right, such as farmer.create or facility.sanction. Roles are built from permissions. |
| Overlay | Your bank's own changes on top of a platform-wide baseline (used for document requirements). |
| Draft / Published / Active | Configuration is edited as a draft, and only takes effect once published or activated. Earlier versions are kept for audit. |