Managing Dormant Members: Exit or Deactivation Made Easy

The feature allows organizations to manage dormant or inactive members more effectively by preserving their data for future reference instead of permanently deleting records.

Why Exit or Deactivate Members?
Exiting or deactivating members ensures compliance with organizational policies while maintaining accurate records. It’s particularly useful for handling members who become dormant or request to leave, allowing their data to remain intact for reporting, audits, or historical purposes.

How It Works

• Locate the Member: Search for the member in the system.

• Initiate the Exit: Click the “EXIT” button on their profile.

• Confirm the Action: Approve the action to complete the process.

Key Benefits

• Policy Compliance: Aligns with organizational standards for handling dormant memberships
• Data Retention: Retains historical data for future use.
• Flexibility: Offers a non-permanent approach to managing inactive members.

NB: This ensures the Sacco maintains the member records on the system.