Engeri y'okwongeramu mmemba omupya

Okutandika Kyakyusibwa 14 Aug 2026 Ekyafulumizibwa 1

Ekifunze

Yongerako omukulembeze omupya (omuguzi) mu SACCO yo, okuva ku lukalala lw'abakulembeze okutuuka ku kiwandiiko ekikuumiddwa. Ddakiika nga 4 · Amasitepu 8. Era kiyitibwa: yongerako omukulembeze, wandiisa omuguzi omupya, kola omuguzi.

Ebyetaagisa

  • Okuyingira kwo mu CAMS, ng'olina olukusa okukola abaguzi.
  • Enkola y'obukulembeze wansi wa Settings → Policies → Membership Policy.
  • Ebikwata ku mukulembeze by'olina okuba nabyo: erinnya lyonna, nnamba y'essimu, email, n'olunaku lw'okwegatta. Nnamba y'ekyokulabirako n'ekiwandiiko ky'obunnabansangawano biyamba naye tebyetaagisa.

Amateeka ag'okugoberera

  1. Yingira mu CAMS.

  2. Mu menu eri ku kkono, nyiga ku Client. Olukalala lwa Clients lulaga abakulembeze bo abaliwo.

  3. Ku ddyo waggulu, nyiga ku Add Client. Foomu ya Create New Client egulawo. (Add Group etandika ekiwandiiko ky'ekibiina mu kifo ky'ekyo.)

    Ekiraga olukalala lwa Clients n'akabutton ka Add Client nga kalagiddwa, ku ddyo waggulu
    Figure 1: Ekiraga olukalala lwa Clients n'akabutton ka Add Client nga kalagiddwa, ku ddyo waggulu

  4. Jjuza mu Membership Details. Ebyafo ebiragiddwa akabonero akamyufu (*) byetaagisa: Policy, Date Of Joining ne Branch Name. Reference Number kye kyokulabirako kyo eky'okwesalirawo. Nyiga Next.

    Foomu ya Create New Client eguddewo ku Membership Details, ng'erina Personal Details, Contact Details n'ebitundu eby'okwesalirawo wansi waayo
    Figure 2: Foomu ya Create New Client eguddewo ku Membership Details, ng'erina Personal Details, Contact Details n'ebitundu eby'okwesalirawo wansi waayo

  5. Jjuza mu Personal Details — erinnya, ekikula, olunaku lw'okuzaalibwa n'ebirala ebyenkana — oluvannyuma nyiga Next.

  6. Jjuza mu Contact Details: Phone Number ne Email Address omukulembeze by'anaakozesa okuyingira ku app oba ku USSD. Yongerako kimu ku bino, oluvannyuma nyiga Next.

  7. Ebitundu ebisembayo bisatu — Identity Number, Residence ne Employment — bya kwesalirawo. National ID wano eyamba mu kukola KYC oluvannyuma.

  8. Nyiga Create ku ddyo wansi. Okomawo ku lukalala lwa Clients ng'omukulembeze omupya ali ku lwo.

Eky'okujjukira: Omukulembeze omupya atandika na Status ne KYC Status nga Pending — ekyo kya bulijjo. Enkola yo bwe banaakukkiriza, ggulawo olukalala lwabwe, nyiga Activate ku tab ya Summary, oluvannyuma kkiriza ebiwandiiko byabwe: Kkiriza ebiwandiiko bya KYC by'omukulembeze.

Ebisoomoza ebya bulijjo & Ebibuuzo Ebiwera

  • Siraba akabutton ka Add Client. Ekifo kyo kiyinza obutakukkiriza kukola bakulembeze. Buuza omuddukanya.
  • Akabutton ka Next kali kanyirivu. Ekifo ekyetaagisa (ekiragiddwa *) kikyali kikalu. Mu Membership Details, kebera Policy, Date Of Joining ne Branch Name.
  • Akalaga eby'okulonda kalabika nga kakalu. Tandika okuwandiika mu kabokisi kaako aka Search… okuleeta eby'okulonda, gamba nga policy oba ettabi.
  • Siyinza kulaba mukulembeze oluvannyuma. Noonya mu lukalala lwa Clients ng'okozesa erinnya oba Member Id. Omukulembeze omupya aba Pending, n'olwekyo, ggulawo filter ya Status nga tonnamukola nate.
  • Nnina abakulembeze bangi be nneetaaga okwongerako. Kozesa Import → Member mu menu eri ku kkono mu kifo ky'okubayongerako omu ku omu.

Ddayo ku musomo: CAMS Ebikulu eby'Obukulembeze