How do I approve a Credit Product Policy?

All Board Members needs to approve a Credit policy before it is available for the members / customers.

1. Log in to the Wakandi Admin Panel.

2. Go to Settings.
3. Select Policies from the dropdown list..
4. ..from the menu bar click on Credit product policy.

Pending policies has either status Inprocess or Resubmitted

5. Click on the row on the policy you want to approve.
6. At the bottom, you will see a list of all the Board Members who must approve the credit policy. It is possible to approve on behalf of others.

List of all board members, and the approval status on this credit policy

7. In the dropdown list, select the user you approve on behalf.

All Board Members need to approve, in order for a Credit Policy to be available for clients.

8. Write a comment and choose to Approve or Reject the Credit Policy.

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