User Creation on Investwell Mint.

Created by Rabab Sabuwala, Modified on Tue, 19 Nov, 2024 at 2:58 PM by Anuj Jain

This document explains the usage and process of creating users in Investwell Mint.


  1. Usage:

On Investwell Mint you have the option to create sub-users like operations, RM, Sub-brokers, etc. on the system.

You can also define the feature accessibility and client data availability to these sub-users.

This helps to track and monitor the work activity in your firm.


  1. Process:

  1. Creation of User:

Users can be created on the system one by one by following the below steps:

Login to Investwell Mint >> Settings >> User Settings >> Create User



Users can be created by using the bulk upload option as well.

Login to Investwell Mint >> Settings >> User settings >> Upload >> Download the Sample File >> Fill in the data >> Upload.


Below are definitions of the columns (* marked columns are compulsory)

 

Column HeadMeaningExample
NAME * User NameTest 1
E_MAIL * User Email IDtest@gmail.com
MOBILE * User Mobile No.123456789
ARNNO Main Broker’s ARN No
LEVEL * User Level Number (Numerical Only)
Operation - 7
Relationship Manager - 8
Sub Broker - 10
Backoffice - 30
 Service RM - 31
10
REPORTING CODE Enter the code of the user’s reporting head789
REPORTING LEVEL Enter the level number of the user’s reporting head8
USERBUSSINESSCODE * Code of the user123
SBARNNO Sub broker ARN No (If any)ARN-1234
ARNFROMDT Sub-Broker ARN from Date (If any)21/05/2020
ARNTODT Sub-Broker ARN to Date (If any)20/05/2024
EUINNO RM or Sub Broker’s EUIN No (If any)E123456
CATEGORY Category of the Sub Broker A to ZA
ACCNO User’s Bank Account Number (If any)123456789
BANKNAME User’s Bank Name (If any)SBI Bank LTD
BRANCH User’s Bank Branch (If any)Mumbai
AC_TYPE User’s Bank Account Type (If any)Savings
MICR_CODE User’s Bank MICR Code (If any)SBIN0000300
IFSC_CODE User’s Bank IFSC Code (If any)SBIN0070001
PAN_NO User’s PAN No. (If any)ABCD1234A
DOB User’s Date of Birth (If any)18/04/1995
DOE User’s Enrollment Date (If any)
ADDRESS1 User’s Address Line 1 (If any)Mumbai
ADDRESS2 User’s Address Line 2 (If any)Mumbai
ADDRESS3 User’s Address Line 3 (If any)Mumbai
PIN_NO User’s PIN No (If any)400010
CITY User’s City (If any)Mumbai
STATE User’s State (If any)Maharashtra
TEL_NO User’s Telephone Number (If any)
TDS OPTION
Y
TDS % Enter % of TDS (If any)10


  1. Feature Permission:

In this option to can manage the feature accessibility to your sub-users

Follow the below steps for the same:


Login to Investwell Mint >> Settings >> Users Setting >> Feature Permission >> Select Role >> Make Changes >> Submit.



  1. Client Assignment:

You can assign clients to your Relationship Manager or Sub-broker by following the below steps:

This is done so that the users are able to view data of the clients only assigned to them.


Login to Investwell Mint >> Clients >> Select clients >> Action >> Assing RM or Sub Broker >> Search the user >> Apply.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article