Admin Guide

HOW TO CREATE A NEW MEMBER
Login to the Admin Portal Click on Members on the side menu Click on Profiles On the new screen, click on Add New at the right side of the screen A new...
Fri, 18 Apr, 2025 at 10:38 AM
HOW TO VIEW, SUSPEND OR RETIRE MEMBER'S ACCOUNTS
Login to the Admin Portal Click on Members on the left side menu Click on Profiles (to view all members accounts) Click on the three dot button on any p...
Mon, 14 Apr, 2025 at 5:44 PM
HOW TO LIFT SUSPENSION ON ACCOUNTS *
Click on Manage Customers Select Manage Profiles Click on Suspended to view all suspended accounts Click on Action Select Lift Suspension  To go back ...
Wed, 23 Apr, 2025 at 11:23 AM
HOW TO VIEW MEMBERS SAVINGS PROFILE
Login to the Admin Portal Click on Members on the side menu Click on Profiles Click on View Profile on the member of interest On member profile you wil...
Fri, 18 Apr, 2025 at 10:38 AM
HOW TO VIEW/APPROVE/DISAPPROVE PENDING CONTRIBUTIONS AND WITHDRAWALS
Pending Contributions Login to the Admin Portal Click on Contributions menu on the left side Select Pending Contribution sub menu You will be taken to ...
Mon, 14 Apr, 2025 at 7:54 PM
HOW TO MAKE A NEW DEPOSIT
Login to the Admin Portal Click on Members on the side menu Click on Profiles Click on View Profile on the member of interest On member profile you wi...
Tue, 15 Apr, 2025 at 9:16 AM
HOW TO MAKE A FUNDS TRANSFER *
 Click on Manage Customer Select Manage Profiles Click on the Action button Select User Profile Click on Go to Savings Click on Funds Transfer Input ...
Fri, 18 Apr, 2025 at 10:25 AM
HOW TO VIEW PENDING BANK TRANSFERS/EXPORT CVS, TXT & XLS
Login to the Admin Portal Click on Bank Transfer on the left side menu Select Pending to view pending transfers On the Pending Transfer page, you can cl...
Fri, 18 Apr, 2025 at 10:21 AM
HOW TO VIEW PROCESSED BANK TRANSFERS/MARK AS FAILED OR SUCCESSFUL
Login to the Admin Portal Click on Bank Transfer on the left side menu Select Processed to view processed transfers On the new page,  select Mark Succes...
Fri, 18 Apr, 2025 at 10:20 AM
HOW TO CREATE A NEW FIXED DEPOSIT *
Click on Fixed Deposit Select New Deposit to view fixed deposit applicants Click on Action to view details for a fixed deposit applicant Input the appro...
Fri, 18 Apr, 2025 at 10:38 AM