Engeri gy'oyongeramu mmemba omupya (mu bujjuvu)

Bammemba Kyakyusibwa 14 Aug 2026 Ekyafulumizibwa 1

Ekifunze

Kola ebikwata ku mmemba ng'okozesa obubaka bwonna obukwata ku ye mu kaseera kamu, oluvannyuma kakasa nti byaterekeddwa. Eminuti nga 4 · Ebitundu 7. Era kiyitibwa: wandiisa mmemba, kola client, okuyingiza mmemba, yongerako mmemba wa SACCO.

Ebyetaagisa

  • Okuyingira mu CAMS ng'olina obuyinza okuyingiza client.
  • Policy entuufu ne Branch Name ya mmemba.
  • Obubaka bwonna obukwata ku mmemba okuba ku mukono.

Ebitundu ku bitundu

  1. Yingira mu CAMS Admin. Bw'oba tolina bukakafu bwa ngeri ki, laba Engeri y'okuyingirira n'okukozesa CAMS Admin.

  2. Ku menu eri ku kkono, nyiga ku Client. Olukalala lwa Clients luggulawo; linda okutuusa layini lwe zirabika.

  3. Ku ddyo waggulu, nyiga ku Add Client. Foomu ya Create New Client eggulawo. Okufuna engeri ennyimpi ey'okukola omulimu guno, laba Engeri y'okuyingiza mmemba omupya.

  4. Jjuza buli kifo ekiriko akabonero ak'emmunyeenye (*): Policy, Date Of Joining, Branch Name, First Name, Last Name, n'ekifo kya Country code n'ennamba y'essimu.

    Foomu ya Create New Client, ng'erina akabonero ak'emmunyeenye ku buli kifo ekyetaagisa
    Figure 1: Foomu ya Create New Client, ng'erina akabonero ak'emmunyeenye ku buli kifo ekyetaagisa

  5. Yongerako obubaka obutalina kye bukyusa ng'oli ne mmemba. Foomu etwala Reference Number, Client Manager, Group Name, Middle Name, Date Of Birth, Age, Gender, Marital Status, Nationality, Father's Name, Spouse's Name ne Number Of Dependents.

  6. Kebera by'oyingizizza, oluvannyuma tereeza foomu. Okomawo ku lukalala lwa Clients ng'olina mmemba omupya ku lwo.

Ekirabirwako: Layini ebuze etera okukwekebwa Type, Status oba Add Filters filter. Ziggyeewo, oba nonya okuyita mu Member Id — laba Engeri y'okunonya mmemba.

  1. Ggulawo layini ya mmemba omupya. Profile eggulawo ku tab ya Summary; buli kitundu kirina akabonero k'ekkalaamu, n'olwekyo kyonna ky'osudde kiyinza okuyongerwako oluvannyuma.

Buli kimu ekikwata ku mmemba kisangibwa ku profile eno: omutwe gulaga ani gwe bali, ne tabs eziri wansi waagwo zirimu akawunti, ebiwandiiko n'ebyafaayo. Ekitundu ekisigadde eky'essomo lino kigoberera tabs ezo. Okusooka akawunti z'okutereka n'ez'amasheya n'eky'okukozesa PIN, oluvannyuma ebiwandiiko, adireesi, ensimbi n'ebikwata ku bbanka. Oluvannyuma lw'ekyo: policies, bulk import, ID verification, KYC approval n'enkyukakyuka z'essimu.

Ebizibu ebisinga okubaawo & Ebibuuzo ebiyinza okubuzibwa

  • Biki ebyetaagisa okujjuza? Byokka ebiriko akabonero ak'emmunyeenye. Ebirala biyiza okulinda akabonero k'ekkalaamu.
  • Foomu tejja kutereka. Ekifo ekyetaagisa kiba kya njawulo oba ekikyamu. Ddamu okukebera buli kifo ekiriko akabonero ak'emmunyeenye, omuli n'ekya Country code.
  • Add Client oba Add Group? Add Client ewandiisa omuntu omu. Add Group ekola ebikwata ku kibiina.
  • Nnyinza okuyingiza ensimbi z'okutereka oba looni wano? Nedda. Tereza mmemba olusooka, oluvannyuma kozesa tab ya Accounts ye — laba W'oyinza okuyingiza ensimbi z'okutereka n'ez'amasheya ku mmemba.

Ddayo ku musomo: Obuddukanya bw'Abammemba