Start here

From your first sign-in to a working SACCO: look around, check the settings, add your staff, and register the first member.

• A first look around — The home screen, the menus, lists, forms, the search bar and the history.
• How do I…? — Every task in this guide on one page.
• Users and roles — The SACCO roles, what to tick for each job, and how to add, change and remove a member of staff.
• Your first day: the checklist — Everything to do once before the first member, the first member end to end, and the daily routine.