Members are people within your organization who do not have access to the platform. From the Quick access menu click on members. This will launch the manage member page.
Add Members
Click the blue +create new member icon at the bottom-right of the page to create a new member.
Complete member details
Enter member’s Account number
First Name
Middle Name (optional)
Last Name
Date of birth
Uncheck the checkbox if the member your creating is not part of your organisation.
Click on CONTINUE
Enter member Address:
Street
City
Postal code (optional)
Country
Region (optional)
Click on CONTINUE
Enter member’s contact (optional)
Email (optional)
Phone (optional)
Mobile (optional)
Click CONTINUE
Assign Member To Office
Search for appropriate office by typing the name of office in the search field
From search Results choose appropriate office. In the example we use CAMEROON.
Click on Blue SELECT button to select office
If you want to Remove the office you selected, from the Current Selection, Click on the Red DESELECT button against the office.
Click CONTINUE
Assign Member To Employee
Search for appropriate employee by typing the name of the employee in the search field.
From search RESULTS choose appropriate employee In this example we use Berlinda
Click blue SELECT button to select the employee
If you want to Remove the employee you selected, from the Current Selection, Click on the Red DESELECT button against the employee.
Click CONTINUE
Complete custom fields
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Id (account number)
First Name
Last Name
Current Status (Active or Pending). If pending, open member’s profile to activate employee.
Tip: Use the navigation arrows at the bottom of the page to locate the Member you are searching for. Click the either arrows to move to the next or previous page.
Clicking on the blue SHOW button against Member’s name on the chart will launch that member’s profile.
Edit Member
Click the blue Edit member icon at the right-bottom of member’s profile to edit the member’s information.
Once appropriate changes have been made in each of the sections click UPDATE MEMBER.
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On the member profile page click on LOAN ACCOUNTS to launch the manage member loans page.
Create New Loan For Member
Click on the blue + create new loan for member icon at the right bottom of the page. This will launch the create new loan for member page.
Complete the loan details:
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A) Loan Term is 2 months and Repayment strategy is every 1 week.
In the on the field select the day of the week you in which you will repay the loan from the drop down menu. In the example we use Tuesday.
B) Loan Term is 2 months and Repayment strategy is every 1 month
Selecting the 1st on the field will permit you to set the day of the month in which you will repay the loan. In the example we use 3rd Day of the month of the month.
Selecting the 2nd on the field will permit you to set the day of the week in the month which you will use to repay the loan. In the example we use First Tuesdays of the month.
C) Loan Term is 10 years and repayment strategy is every 1 year.
Selecting the 1st on the field will permit you set the day of the month which you will repay the loan. In this example we use 3rd Day of the month.
Selecting the 2nd on the field will permit you select the day of the week in the month which you will repay the loan. In this example we use the second wednesdays of the month.
In the in field, select the month of the year you will use to repay the loan from the drop down menu. In this example we use February.
From the drop down menu select the appropriate deposit account used for payment.
Complete debt to income ratio section
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In Description field, enter a description of the Income
In Amount field enter the amount of Income
Click on REMOVE INCOME if member has no more income
If member has more than one income, click on ADD INCOME to add another income.
Complete Co-signer section
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Id
Loan Product Id
Principal
Interest
Current status.
Clicking on the blue SHOW button against a loan account on the chart will launch details of the loan account.
Click on Planned Payments to view payments. This will launch the planned payments page. the following are displayed:
Date
Payments
Interest
Principal
Balance
Click the drop down menu against the Start Date field to Edit plan Payments
2)Click on Tasks to change Status of the member loan. this will launch the Task page.
Click on the Blue CLOSE button to change the status of the member loan to Close.
3) Click on Debt Income Report to View the debt Income Ratio of the Member and the Co-signer.
4) Click on Loan Documents to manage the loan documents. This will launch the Manage Documents page.
Click the blue +Create new document icon at the left-bottom of the page to create a new member loan document.
In Description field enter a description of the document
Click on CREATE DOCUMENT
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Description
Created by
Created on
Click on the blue SHOW button against a document to View details on the document.
Click on Edit icon at the right top of the page to edith document
Click on Delete icon at the right-top of the page to delete document
Click on blue Lock button to lock the document
Click on Upload Page icon at the right bottom of the page to upload Scanned loan documents from your computer.
Complete the following fields:
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All pages created will appear on the Document page.
Click on View Button to view page uploaded
Click on Delete button to Delete a page uploaded
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On member profile page, click on Deposit Accounts to launch the manage member deposit accounts page.
Create New deposit Account For Member
Click the blue +Create New deposit account account for member at the right-bottom side of the page. This will launch the Create New Deposit Account for Member Page.
Complete the following fields:
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Deposit Product
Account Identifier
Balance
State
Opened On
Last Transactions
Clicking on Blue SHOW button against a deposit account on the chart will launch details of the Deposit Account.
Click on the Issue Cheques icon at the right-top of the page. This will launch the issue cheques page.
Complete the following fields:
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Click on blue Edit Deposit Account icon at the right-bottom of the page. This will launch the Edit Deposit Account for Member page.
Search for appropriate beneficiary
click on UPDATE DEPOSIT ACCOUNT.
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Click on blue +Create New Identification Card Icon at the Right-bottom of the page.
Complete the following fields:
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The following will be displayed:
Number
Type
Issuer
Click on blue SHOW Button to open the detail page of the identification card.
Click on Edit Identification Card Icon athe the Right-top of the page. This will launch the Edit Identification Card Page.
Edit the information in the various fields to suite the identification card you are using and click on UPDATE IDENTIFICATION CARD
Click on Delete Identification card icon at the right-top of the page to delete the identification card used.
Confirm delete action on the pop up menu that appears
Click on Add Identification Card Scan icon at the right bottom of the page. This will launch the Add Identification Card Page.
Complete the following fields:
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A list of Scans Uploaded will be Displayed on the Identification card details page.
Click on Red Delete button to delete Scan
Click on View button to view scan
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Click on Tasks on the member profile page to change the status of the member
On the Tasks page you can either LOCK or CLOSE a member.
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Clicking on Activities on the Member Profile page to View Recent activities carried out on the member account.
A Chart of Latest Activities will be displayed on the Activities page.
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Click on Payroll on the Member Profile Page to Manage Payroll Distributions. This will Launch the Payroll Allocations Page.
Click on blue Edit Payroll Distribution icon at the bottom of the page
Select main account by clicking on the drop down menu
Click UPDATE ALLOCATIONS
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On The Manage Members Page Click on Tasks. This will launch the Manage Tasks page. Click +create New Task icon at the right-bottom of the manage task page.
Complete the Following fields:
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A Chart of all Task Created will Be displayed on the Manage Tasks Screen
Click on show against a task to open tasks Details.
Click on blue Edit tasks icon at the bottom of the page to edit a task.
Click on UPDATE TASKS after Editing
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On the Manage Members page, Click on Custom Fields. The Custom fields page will be launched.
Click on Delete icon at the right top side of the page to delete the catalog.
Click on SHOW button against a custom field to open the custom field details page.
Click on Delete icon at the top of the page to delete field
Click on blue Edit field icom at the right bottom of the page to edit the Field. This will launch the change custom Field page
Edit the following Fields:
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