Once a client has been created, they must be activated before they can apply for loans or open savings accounts.

Prerequisites

• A client exists with "Pending" status
• Log in to Symba Microbanking with a user account that is authorized to activate clients

Steps

• On the Home page, click on "Client Activation"
• Click on the account number of the client you want to activate
• Review the client details to ensure they are correct
• Click the icon in the client header
• Select "Actions" and click "Activate"
• Select the activation date (defaults to today)
• Click "Confirm"

The client status changes to "Active" and can now apply for loans or open savings accounts.

Next steps

• Create a loan application
• Create a savings account application

Related Topics

• Clients
• Creating clients
• Loans
• Savings