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How to add a new member

Version 1 · Updated 22 Jun 2026

How to add a new member

1From the Client list, click Add Client to open the Create New Client form.
2Start with the first section, Membership Details. The fields marked * are required — Policy, Date of Joining and Branch Name.
3Once the required fields are filled, click Next to continue through the remaining sections (Personal Details, Contact, and so on).
4When the required sections are complete, click Create to save the new member.
How to add a new member

Create a new member’s profile in CAMS — from the Client list to Save.

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Summary

Add a new individual member (client) to your SACCO in CAMS, from sign-in to a saved record. About 4 minutes · 8 steps.

Prerequisites

  • Your CAMS sign-in.
  • Permission to create clients. If you can't see the Add Client button, ask an administrator.
  • The member's details to hand: full name, phone number, email address, and their joining date. A reference number and an ID document help but aren't required.

Step-by-step

  1. Sign in to CAMS. You'll land on the admin dashboard.

    2. The CAMS sign-in screen with the email and password fields

  2. In the left menu, click Client. You'll see the Clients screen, which lists your existing members.
  3. At the top right, click Add Client. The Create New Client form opens.

    4. The Clients screen with the Add Client button highlighted, top right

  4. Fill in the first section, Membership Details. The fields marked with a red asterisk (*) are required:
  • Policy: choose the membership policy for this member.
  • Date Of Joining: pick the date they are joining.
  • Branch Name: choose their branch, for example Main Branch.
  • Reference Number: optional, your own reference for the member.

Then click Next. The Create New Client form showing the Membership Details, Personal Details, Contact Details and other sections

  1. Fill in Personal Details (the member's name and personal information), then click Next.
  2. Fill in Contact Details: the member's Phone Number and Email Address. CAMS uses these to identify the member, so add at least one. Then click Next.
  3. The last three sections, Identity Number, Residence, and Employment, are optional. Fill in any that apply. For example, a national ID under Identity Number helps with the member's KYC check.
  4. Click Create at the bottom right. You'll return to the Clients list with the new member in it.

    5. The completed Create New Client form with the Create button highlighted at the bottom right

Note: A new member starts with the status Pending (and KYC Pending) until they are reviewed and activated. That's normal, and does not mean anything went wrong.

Common pitfalls & FAQ

  • I can't see the Add Client button. Your role may not allow creating members. Ask an administrator to check your permissions.
  • The Next button is greyed out. A required field (marked with *) is still empty. In Membership Details, make sure Policy, Date Of Joining, and Branch Name are all filled.
  • A dropdown looks empty. Start typing in its Search… box to load the options, such as the policy or the branch.
  • I can't find the member afterwards. Use the Search box at the top of the Clients screen, or check the Status filter, since a new member is Pending.
  • Do I have to complete every section? No. Only the starred fields are required to create the member. You can add identity, residence, and employment details now or later.