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Documentation Index

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The Administrator (Role 1) holds the broadest access in CashMan H.A., with exclusive control over user management, role management, and product management, as well as the ability to perform every financial operation available in the platform — from opening savings accounts and processing deposits to assigning credits and managing the full transaction history across all clients.

Dashboard

The Administrator dashboard is served at ?cashmanhagestion=inicioadministradores and is exclusively accessible to users whose id_rol equals 1. On load, the controller calls three data sources in parallel:
  • ConsultarDetallesRegistros_Administradores() — invokes stored procedure ConsultaDatosGenerales_InicioPlataformaAdministradores() and populates six summary counters displayed on the dashboard:
    CounterField
    Registered usersnumero_usuarios_registrados
    Registered credit productsnumero_productos_registrados
    Platform fault reportsnumero_reportes_registrados
    Account recovery requestsnumero_solicitudes_recuperaciones
    Client installments (cuotas)numero_cuotas
    Client transactionsnumero_transacciones
  • ConsultaListadoGeneralUltimasTransaccionesClientes() — invokes ConsultarTransaccionesProcesadasClientes_UltimasTransacciones() and renders the last 200 credit transactions in a scrollable table showing client name, installment reference, amount, date, and status.
  • Notification badge — populated via MostrarListadoNotificacionesRecortadaRecibidasUsuarios() and shown in the top navigation bar, with a link to the full notifications view.

Capabilities

User Management

Register new users (registrar-detalles-usuarios-administrador.php), edit existing profiles (modificar-usuarios-administrador.php), activate, deactivate, or block user accounts, and view the complete user list including client recovery profiles.

Role Management

Full CRUD on user roles: create new roles (registrar-nuevos-roles-usuarios.php), modify existing role definitions (modificar-roles-usuarios.php), and view the current role catalogue (consulta-general-roles-usuarios.php).

Product Management

Register new credit products (registro-nuevos-productos-administrador.php), modify product details (modificar-productos-administrador.php), and transition products through lifecycle states: active, inactive, or expired via dedicated route actions.

Credit Operations

Assign credits to eligible clients, review credit applications at the second (final) approval step, manage restructuring requests (gestionar-solicitudes-reestructuracion-creditos.php), view active, cancelled, denied, and restructured credit lists, and manage individual installment contracts (gestionador-cuotas-contratos-creditos.php).

Savings Accounts

Open new savings accounts for clients (registro-nuevos-cuentas-ahorros-clientes.php), process deposits (registro-depositos-cuentas-ahorros-clientes.php), process withdrawals (registro-retiros-cuentas-ahorros-clientes.php), and view all registered savings accounts (consulta-general-cuentas-ahorros-registradas.php).

Transaction Queries

Access all processed credit transactions across the entire platform (consulta-general-transacciones-clientes-procesadas.php), drill down into a specific client’s transaction history (consulta-especifica-listado-transacciones-cuentas-clientes.php), and view the administrator’s own processed transaction log.

Transfers

Initiate inter-account transfers on behalf of clients (registro-transferencia-otras-cuentas.php) and validate transfer security codes before confirming (validacion-datos-transferencias-cuentas-clientes.php).

Messaging

Compose and send internal platform messages (enviar-mensajeria-usuarios-cashmanha.php), read the full inbox (mensajeria-usuarios-cashmanha.php), view message threads (detalle-mensajes-usuarios-mensajeria.php), and manage received notifications (notificaciones-recibidas-usuarios.php).

Delinquency & Reports

View the list of delinquent clients with overdue installments (consulta-listado-clientes-morosos.php), review all platform fault reports submitted by users (consulta-listado-reportes-fallos-plataforma.php), and manage open fault report tickets (vista-gestionar-reportes-fallos-plataforma.php).

Payment Orders

Process installment payments through the Orden de Pago workflow (orden-pagos-cuotas-creditos-clientes.php) and query all credit installments recorded in the system (consulta-cuotas-creditos-sistema-pagos-cashmanha.php).

Key Routes

RoutePurpose
?cashmanhagestion=inicioadministradoresAdministrator dashboard
?cashmanhagestion=perfiladministradoresAdministrator profile
?cashmanhagestion=registro-usuarios-administradorRegister new users
?cashmanhagestion=registrar-nuevos-roles-usuariosCreate new roles
?cashmanhagestion=registrar-nuevos-productos-administradorRegister credit products
?cashmanhagestion=consulta-general-usuarios-administradorView all users
?cashmanhagestion=registro-nuevas-cuentas-ahorro-clientesOpen savings account
?cashmanhagestion=consulta-listado-cuotas-clientes-morososView delinquent clients
?cashmanhagestion=segunda-revision-gestionar-solicitudes-creditos-clientesFinal credit approval (admin path)
?cashmanhagestion=consulta-listado-tickets-reportes-plataformaView platform fault reports

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