Course
Member Management
Create and maintain members: detailed profiles, savings and share accounts, KYC and supporting details, and the transaction PIN.
01
How to add a new member
Add a new individual member (client) to your SACCO, from the Clients screen to a saved record.
02
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.
03
Where to add savings and share accounts for a member
Open a savings account and a share account for a member from their profile.
04
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.
05
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.
06
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.
07
How to find a member
Find one member on the Clients screen by searching their name, Member Id, reference number or phone number.
08
How to create a membership policy
Create a membership policy in Settings, so staff can assign it when they onboard a new member.
09
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.
10
Approve a member's KYC documents
Approve a member's KYC documents on the KYC tab, so their KYC Status moves away from Pending.
11
Change a member's phone number or mobile network operator
Change the phone number or mobile network operator on a member's record, then confirm the change took effect.
Certificates
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