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Navigating Zung

The dashboard, sidebar, branch switching, search, notifications and your profile.

6 min read · Updated 1 Nov 2026 · Page 2 of 64

WhereEvery screen
WhoAll users

Signing in

  1. Open your institution’s Zung address (for example app.zung.ai or your own custom domain).
  2. Enter your username and password.
  3. If two-factor authentication is on for your account, enter the code from your authenticator app. Codes are rate-limited, so wait if you are told you have tried too many times.
Important
Never share your login. Every transaction you post is recorded against your user in the activity log.

The dashboard

The dashboard is the first screen after sign-in. It summarises the institution — or the branches you can see — with widgets such as members, active loans, portfolio outstanding, savings, collections, portfolio at risk (PAR), member growth and loans disbursed against loans collected. Managers can open the Executive hub for board-level views.

The sidebar

The left sidebar holds every module your plan includes. The main groups are:

MenuWhat you do there
Members / ContactsRegister members, KYC, next of kin, documents, groups and centers
LoansLoans, applications, products, charges, formulas, bulk repayments, imports, calculator, funds, reports
SavingsSavings accounts, withdrawal requests, products, charges, bulk deposits, imports, reports
Fixed deposits, Shares, WalletsTerm deposits, share capital and member wallets
TelleringTills, vaults and cash movements at the branch
AccountingChart of accounts, journal entries, transfers, financial reports
Standing orders, Loan insurance, Loan provisioning, Dividends, AGMRecurring transfers, credit life cover, loan-loss provisions and SACCO governance
ReportsFinancial reports, portfolio and risk, audit trail
SettingsBusiness settings, branches, users, roles, payment types, notification templates, backups

Working with lists

  • Every list has a search box and sortable columns. Search members by name, member number or mobile number.
  • Use the filters above a list (branch, status, product, loan officer) to narrow it, then export where the export button is shown.
  • Click a row’s action menu to view, edit or act on a record. Actions you are not permitted to perform are hidden.

Your profile

From the user menu at the top right you can update your profile, change your password, set up two-factor authentication, switch language and sign out.

Tip
Sign out when you leave a shared computer — especially at a teller counter.

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