Admin

This documentation section is intended for specialists responsible for managing the Brainysoft system. It contains detailed instructions and guides on various administrative functions.

Data and User Management

• Creating a User and Assigning a Role: Describes how to create a new user and assign them a role with a specific access level. This helps administrators configure access rights for each user.

• Creating Roles: Instructions for creating roles that define a set of rights and access levels for different positions and employee responsibilities. This allows you to configure access to various system functions.

Working with Clients and Data

• SMS Messaging: Describes how to create and manage SMS notification campaigns. Includes filter configuration and message sending.

• Scoring Scheme Configuration: Instructions for setting up internal scoring, which helps provide loan recommendations based on specific indicators.

• Lead Generator Workflow: A detailed guide on working with lead generators, including required fields and data submission to the system.

• Rosfinmonitoring (RFM): Describes processes for searching and verifying clients and organizations in Rosfinmonitoring lists, as well as managing this data.

• IAC Decision: Instructions for uploading and using the IAC list in Brainysoft, including the client search and verification process.

Managing Exports and Reports

• CRB Export: Describes procedures for exporting client and contract data to CRB, which helps organize work with external systems.

• Sent Email Report: Instructions for generating reports on sent email messages, allowing you to analyze campaign effectiveness.

Complex Process Management

• Complex Processes: Instructions for manually running complex processes such as repayment, processing with additional charges, and schedule recalculation.

• Blacklist: Procedures for uploading and managing client blacklists, which helps control system access.

• Announcements: Instructions for managing announcements that can be displayed on the main page for all users.

Additional Functions

• Short-term Loan Control: Description of the process for setting up short-term loan control, which helps adjust repayment terms.

• User Constants: Instructions for managing constants that affect various aspects of system operation.

• Editor Model: Describes procedures for configuring fields and tabs in questionnaires and applications, which helps improve the user interface.

This documentation section is intended for specialists responsible for managing the Brainysoft system.