Member statuses and portal access
What pending, active, inactive, dormant, closed and deceased mean — and giving members a portal login.
Member statuses
| Status | Meaning | What staff can do |
|---|---|---|
| Pending | Registered, waiting for activation (e.g. KYC not finished). | Complete KYC, then activate. |
| Active | A normal, transacting member. | Open accounts, lend, transact. |
| Inactive | Temporarily not transacting. | Reactivate when they return. |
| Dormant | No activity for a long period. | Review before allowing withdrawals; reactivate after verifying identity. |
| Closed | Membership ended. | View history only. |
| Deceased | Member has died. | Settle accounts with next of kin / nominees per your policy. |
Change status from the member list (you can select several members at once) or from the member’s profile.
Important
Closing or marking a member deceased does not close their loans or savings automatically. Settle or transfer each account first.
Member portal and mobile app
Members can see their loans, savings, shares, wallets and statements, preview loans and apply from their phone. To give a member access:
- Open the member and choose Login (portal access).
- Enter their email and a username, and optionally a starting password (at least 6 characters).
- Share the username with the member and ask them to change the password on first sign-in.
Note
Portal access requires the member portal (CRM) module on your plan. A member only ever sees their own accounts.
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