Add Makers To CFMS

Adding Makers to the CFMS is crucial for maintaining transparency and financial integrity. Makers are responsible for initiating and finalizing financial transactions. Here are the steps for adding Makers:

  1. Authorization: Obtain the necessary authorization from designated officials.
  2. Nomination: Identify individuals with financial acumen and ethical conduct.
  3. User Creation: Create user accounts for the nominated Makers in the CFMS portal.
  4. Role Assignment: Assign the “Maker” role to grant the necessary access and permissions.
  5. Transaction Limits: Optionally, set transaction limits for each Maker to ensure accountability.
  6. Review and Submit: Double-check the details and roles before submitting the requests.
  7. Approval Workflow: The requests will go through an approval process within the CFMS.
  8. Notification and Activation: Once approved, Makers will receive notifications and can start using their CFMS accounts.

Remember to guide Makers through the initial login process and familiarize them with the system.


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