Course
CAMS Admin Essentials
Get started in CAMS Admin: sign in, find your way around, find a member, and register a new member.
01
How to sign in and navigate CAMS Admin
Sign in to CAMS Admin and find your way around the top bar and the main menu.
02
The CAMS Dashboard
Read the Dashboard: the cards and charts that open every time you sign in to CAMS Admin.
03
How to find a member
Find one member on the Clients screen by searching their name, Member Id, reference number or phone number.
04
How to add a new member
Add a new individual member (client) to your SACCO, from the Clients screen to a saved record.
05
How to top up the Wakandi Business Account
Put money into your SACCO's Wakandi Business Account so CAMS can keep covering the services you use.
06
Security checks when you sign in to CAMS
Understand the checks that run every time you sign in to CAMS, and what to do when one of them stops you.
07
Approve a member's KYC documents
Approve a member's KYC documents on the KYC tab, so their KYC Status moves away from Pending.
08
Where to add savings and share accounts for a member
Open a savings account and a share account for a member from their profile.
09
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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