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Course · exam

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. Storing member details (documents, income, residence, bank, assets)