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 ID[email protected]
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.