Getting Started
Set up your Ustawi tenant in four steps — from branches to importing your client book.
- 1Tenant Setup & BranchesStep 1 · 4 min readCreate your organization, add branches, configure numbering sequences.
- 2Configuring Loan ProductsStep 2 · 5 min readDefine products, interest methods, fee schedules, and approval amount bands.
- 3Enabling AppsStep 3 · 4 min readTurn on the apps your institution needs via the app switchboard.
- 4Importing Borrowers & StaffStep 4 · 6 min readBulk import your existing client book and set up staff accounts with roles.
Related categories
Loan applications, the approval ladder, disbursement, repayment, restructuring, and write-offs.
Capability-based roles, dual-control (maker-checker), the audit log, and device trust.
Double-entry GL, chart of accounts, trial balance, period close, and VAT treatment.
Frequently asked questions
How long does initial setup take?
Most institutions complete tenant, branch, and product setup in a day or two; importing an existing client book depends on its size and data quality.
Can I import my existing loan data?
Yes — bulk import from a CSV template is a supported path, including active balances and schedules. See step 4.
Do I have to configure every app before go-live?
No. Only the core apps are always on; enable optional apps when you need them — you can turn them on later.
Who can perform tenant setup?
The tenant admin role, with changes captured in the audit log.