Tenant Setup & Branches
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Creating your organization profile
Start by setting your legal name, your microfinance registration reference (for example a BOT licence number such as MFI-DSM-004821 and your TIN, 145-892-331), default currency (TZS), and fiscal year start. This profile drives every report footer and regulatory filing header generated by the platform.
Adding branches
Each branch gets a code, name, region, and contact, plus its own float and reporting scope. Branches are how Ustawi models a real multi-location institution — every loan, journal entry, and staff assignment is scoped to one.
Branch numbering sequences
Loan, receipt, and journal numbers are prefixed per branch (KRK-2026-000123 for a Kariakoo loan) so records stay unambiguous even when two branches originate a loan the same day.
Branch-scoped roles
Most staff roles are scoped to one branch — this is a security boundary, not just an org chart: a branch-scoped user sees only their branch's data, fail-closed. A few roles (CEO/Board, Tenant Admin) see across all branches.
Next steps
Continue to Configuring Loan Products.
Frequently asked questions
How many branches can I add in Ustawi?
Unlimited, scaled to your plan.
What is branch scoping?
A security rule where a staff role only sees data for the branch(es) they are assigned to.
Can I rename a branch later?
Yes, via Administration → Branches & Sequences.
Who can add or edit branches?
Tenant admin role, with audit-logged changes.