Member Management

Create and maintain members: detailed profiles, savings and share accounts, KYC and supporting details, and the transaction PIN.

Lessons

1. How to add a new member
2. How to add a new member (detailed)
3. Where to add savings and share accounts for a member
4. Where to see and update the transaction security PIN
5. Add a member's KYC documents and address
6. Record a member's income, bank, assets and mobile money
7. How to find a member
8. How to create a membership policy
9. Import a list of members from a spreadsheet
10. Approve a member's KYC documents
11. Change a member's phone number or mobile network operator