Member services ยท Lesson 4 of 15

Register members

Amina is registered as a member with her details from her NIDA card, then her NIDA copy is uploaded, her entrance fee is collected and her sister Halima is recorded as her nominee at 100 percent. The video ends on where Suspend and Request exit sit, and what blocks an exit.

About 15 minutes

Key ideas

1

Who the member is

In the sidebar, under SACCOS, choose Members, then Register member. The form records the know-your-customer details. In our example they come from Amina's NIDA card: her name, date of birth and ID number. Add her phone and address; choosing the ward fills the postcode for you. Then her work (here, she's a trader) and her next of kin, her sister Halima.

2

Disclosures, then her record

A SACCOS member accepts the Member disclosures, which cover shares and compulsory savings. Then choose Register member, and Accounts and postings opens her record. On Documents, upload her NIDA copy and enter an Expiry date only if the card shows one. Amina's card does.

3

Entrance fee and nominee

Back on her member record, choose Collect entrance fee, pick the till, type the receipt number and choose Collect fee. Unpaid turns to Paid, and the form notes that the fee is paid once and is not refundable. On Nominees, choose Add nominee. In our example Halima takes 100 percent, with two witnesses from the signed form. Shares across nominees can't pass 100 percent.

4

Suspend and exit

Suspend and Request exit sit at the top of the member record. An exit goes for approval, and loans, guarantees or fines block it.

Practice

Try it in your training organization

  1. 1. In the sidebar, under SACCOS, choose Members, then Register member.
  2. 2. Fill in the training member's name, date of birth and ID number from a sample ID, then the phone and address; choose the ward and watch the postcode fill in.
  3. 3. Add the occupation and a next of kin, accept the Member disclosures, and choose Register member.
  4. 4. When Accounts and postings opens the record, go to Documents and upload a sample NIDA copy, with an Expiry date only if the sample shows one.
  5. 5. Back on the member record, choose Collect entrance fee, pick the till, type a receipt number and choose Collect fee; check that Unpaid turns to Paid.
  6. 6. On Nominees, choose Add nominee and record one nominee at 100 percent with two witnesses; then try a second nominee at 20 percent and see that shares can't pass 100 percent.
  7. 7. Find Suspend and Request exit at the top of the member record, but don't press them.

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