Member Requests

Decide the nominee changes and exit requests members send from the member app.

Workflow

  1. 1

    What members can ask for

    From the Adili member app a member can ask to change their nominees (Update nominee) or to leave (Request to exit). Each request waits for the office to decide.

  2. 2

    Find waiting requests

    Under SACCOS → Members, a Member requests section appears while any are waiting, showing the member, their number, the request and when it was sent. In the staff app, open Work → Member requests (Waiting or All).

  3. 3

    Open the request

    Open the member and go to the Requests tab (Requests from the member app). Each row shows the request, its details, when it was sent and its status.

  4. 4

    Approve a nominee change

    Choose Approve. Approve nominee change replaces the member's nominees with the ones proposed; enter the First witness, Second witness and Nominated on from the written nomination and choose Approve.

  5. 5

    Start an exit

    For an exit, choose Start exit. Start the member's exit asks for the Reason, the account to refund from (Refund from), the Voucher reference and Notes, and sends the exit for approval. Loans, guarantees and fines still block it.

  6. 6

    Reject

    Choose Reject, write the reason and confirm. The member sees your reason in the app, so write it plainly.