Chuo

Wanachama

3 dakika · 6 hatua

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.

Soma zaidi
3 dakika · 8 hatua

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.

Soma zaidi
4 dakika · 11 hatua

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.

Soma zaidi
2 dakika · 6 hatua

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.

Soma zaidi

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

Soma zaidi
3 dakika · 6 hatua

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.

Soma zaidi
3 dakika · 6 hatua

How to create a group

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

Soma zaidi
3 dakika · 6 hatua

Rekodi mapato, benki, mali na pesa za simu za mwanachama

Rekodi kile mwanachama anachopata na kumiliki: kipato, akaunti ya benki, mali na mtoa huduma wake wa fedha za simu.

Soma zaidi
4 dakika · 7 hatua

Jinsi ya kuunda sera ya uanachama

Unda sera ya uanachama kwenye Mipangilio, ili wafanyakazi waweze kuipatia wanapomuingiza mwanachama mpya.

Soma zaidi
4 dakika · 8 hatua

Fungua orodha ya wanachama kutoka kwenye lahajedwali

Pakia wanachama wengi kwa wakati mmoja kutoka kwenye lahajedwali iliyojazwa, na kagua kila safu kabla haijafika kwenye rejista yako.

Soma zaidi
3 dakika · 5 hatua
Onyesho

Mahali pa kuona na kusasisha PIN ya usalama ya miamala

Mtumie mwanachama nambari ya siri ya mara moja ili aweze kuweka au kuweka upya PIN ya miamala inayotumika kwa USSD na miamala ya simu.

Soma zaidi
3 dakika · 5 hatua
Onyesho

Ongeza nyaraka za KYC na anwani ya mwanachama

Ambatisha hati za utambulisho za mwanachama na urekodi anwani yake, ili rekodi yake ya KYC iwe tayari kwa idhini.

Soma zaidi
4 dakika · 7 hatua
Onyesho

Jinsi ya kuongeza mwanachama mpya (kwa undani)

Unda rekodi ya mwanachama na maelezo kamili ya kibinafsi kwa mara moja, kisha thibitisha kuwa imehifadhiwa.

Soma zaidi