Members

3 min · 6 steps

Check whether a member is dormant, and bring them back

Check whether a member is Dormant, see what put them there, and set them back to Active.

3 min · 8 steps

How to close a Fixed Deposit account

Close a member's Fixed Deposit account, either by letting it run to its maturity date or by paying it out early with a premature withdrawal.

4 min · 11 steps

How to open a Fixed Deposit account for a member

Open a Fixed Deposit account for a member, where an agreed amount is locked away for a set term and earns interest.

2 min · 6 steps

How to unblock a member whose login is locked

Unblock a member whose login is locked after repeated failed sign-in attempts, so they can use the app or portal again.

Change a membership fee amount

Change the amount of an existing membership fee — for example, lowering the registration fee during a recruitment drive. The amount field on an existing fee is locked once it's sav

3 min · 6 steps

How to add members to a group

Add existing members to a group, so their savings, loans and roles are managed under the group's profile.

3 min · 6 steps

How to create a group

Create a group client, so several members can save, borrow and be managed together under one profile.

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.

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.

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.

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.

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.

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.