Mambu Setup
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User permissions
To configure user permissions go to the Administration tab in the Mambu UI. Open the Access menu and then the Users section.
Note:
The Mambu user should have both Mambu and API access rights. To grant API access you will need to save the user then open it for editing to add API access.
The table below contains the minimum required user permissions for the connector.
| Entity | Permissions |
|---|---|
Clients | View Client Details Create Clients Edit Clients Approve Clients Manage Client Association |
Groups | View Group Details Create Groups Edit Groups Manage Group Association |
Products | View Deposit Product Details |
Deposit Accounts | View Deposit Account Details Create Deposit Accounts Edit Deposit Accounts Delete Deposit Accounts Approve Deposit Account |
Products configuration
Tp configure products in Mambu do the following:
- Access the Mambu UI and start creating the deposit products with your desired settings. Keep in mind that the same product needs to be configured in nCino as well.
Warning!
The Mambu Deposit product should not include: fees, overdraft settings, or branches.
Supported settings for deposit products can be found in the table below:
| Product setting | Value |
|---|---|
Product type | Current Account Fixed Account Saving Account |
Interest Rate Terms | No Interest Fixed Interest Tiered per Balance Tiered per Period |
What Account Balance is Used for Calculations? | Minimum daily balance Average daily balance End of day balance |
When is the Interest Paid Into the Account? | First day of every month Every day Every week Every other week Every month Every three months Every six months Every year On Fixed Dates |
- Take note of the
encodedKeyof the products you create as they will be used in both Mambu Process Orchestrator (MPO) and nCino products configuration. You can copy theencodedKeyfrom either the browser address bar if you are using the UI, or by using the get products API once you have created your products.