Verified BursaPay finance workflow: Explains the Superadmin-only Financial Secretary creation workflow.
1. Overview & Purpose
The creation form validates fields, checks email uniqueness, creates a financial_secretary CustomUser, assigns the group and queues the welcome email.
2. Requirements & Setup
Superadmin privileges and a valid creation form are required.
3. Step-by-Step Workflow
- Open the relevant Finance workflow.
- Select the user, payment, fee, top-up or account context.
- Review the available financial records and filters.
- Verify the displayed result and related audit trail before acting on it.
4. Rules & Troubleshooting
Duplicate email prevents account creation and keeps form data/errors visible; missing or invalid fields also prevent creation.
5. Verification & Next Steps
Confirm group assignment and the queued welcome notification after creation.