Member services · Lesson 7 of 15

Member portal and requests

We copy the society's member portal link from the SACCOS overview and watch Amina sign in with her phone number and an SMS code to see her records. Then we approve her request to update her nominee, so Halima now has 60% and Grace 40%.

About 12 minutes

Key ideas

1

The portal link

The SACCOS overview shows your society's own member portal link. Choose Copy and share the link with your members.

2

Sign in by phone

A member signs in with the phone number on your register and a code sent by SMS to that number. A wrong or old number keeps the member out, so keep members' numbers current.

3

Read-only records

Amina sees her savings, contributions, loans and profile, in Kiswahili and English side by side, for example Akiba · Savings and Mikopo · Loans. The portal is read-only: if a member wants something changed, the change goes through the office.

4

Deciding requests

A member's request, such as Amina's request to update her nominee, waits under Member requests on the SACCOS Members page. Open it on her Requests tab, choose Approve, and enter the First witness, Second witness and Nominated on date from her signed form. Her Nominees tab then shows the new shares: in our example, Halima 60% and Grace 40%. If you reject a request, write the reason plainly.

Practice

Try it in your training organization

  1. 1. Open the training member's record and check that the phone number on the register is current.
  2. 2. On the SACCOS overview, find the member portal link and choose Copy.
  3. 3. Open the link in a private browser window, enter the training member's phone number and the SMS code, and sign in.
  4. 4. Look through Akiba · Savings, Michango · Contributions, Mikopo · Loans and Wasifu · Profile, and notice that nothing can be edited.
  5. 5. Back in Adili, open SACCOS → Members and find the training member's Update nominee request under Member requests.
  6. 6. Open it on the member's Requests tab, choose Approve, enter the First witness, Second witness and Nominated on date, and choose Approve again.
  7. 7. Open the Nominees tab and check that the new percentages match the request.

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