How to approve a new member.

Created by Judy Macharia, Modified on Wed, 20 Sep 2023 at 03:28 PM by Judy Macharia

A Sacco staff member (with the appropriate user-role permissions) can approve members through the following steps:


  1. Log in to
  2. On the member page, scroll down to the member list & look for a member whose membership is under a Pending status
  3. Click on a member whose account is under pending status 
  4. An overview of the membership application will open, Scroll down till the last part and click on I confirm the member's joining fee was received
  5. Then click on the  approve button
  6. A member approval wizard will open, which will prompt you to set up the member's account.
  7. Click on the share capital account and set up the member's savings account.
  8. Configure the member’s account as desired on each section. Proceed by clicking on the Next button
  9. Review all the inputs on the summary page of the approval wizard
  10. Click on the approve button
  11. On the members' page, scroll down to the List of Members Accounts and you'll see the member's account status has been updated to Active

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