Members Module Configurations

Before the actual onboarding of members, several configurations need to be set based on the needs and expectations of a particular scheme and the participants. Such configs are Compulsory Fields Configurations Matrix and Members Document Checklist among others. To set these configs, click on the links shown below:

Compulsory Fields Configuration Matrix

Click the Compulsory Fields Configuration Matrix link to open a dialog box where the mandatory fields (that need to be filled are configured) are set to Yes or No. See screenshot below:

Other Member Settings

Click the Other Members Settings link to open a dialog box and select Yes or No for the parameters listed as shown below: