Members

3 min · 6 steps

Record a member's income, bank, assets and mobile money

Record what a member earns and owns: income, bank account, assets and their mobile money operator.

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4 min · 7 steps

How to create a membership policy

Create a membership policy in Settings, so staff can assign it when they onboard a new member.

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4 min · 8 steps

Import a list of members from a spreadsheet

Load many members at once from a filled spreadsheet, and check every row before it reaches your register.

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3 min · 5 steps

Demo

Where to see and update the transaction security PIN

Send a member a one-time code so they can set or reset the transaction PIN used for USSD and mobile transactions.

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3 min · 5 steps

Demo

Add a member's KYC documents and address

Attach a member's identity documents and record their address, so their KYC record is ready for approval.

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4 min · 7 steps

Demo

How to add a new member (detailed)

Create a member record with the full set of personal details in one pass, then confirm it saved.

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