You can add clients to a group after the group has been created and activated. This allows you to build up group membership over time or add new members as they join.

Prerequisites

• The group must be created and activated
• Clients must already exist in Symba Microbanking
• Clients must be in the same office as the group
• Clients cannot already be members of the group

Steps

• Log in to Symba Microbanking with a user account authorized to manage groups.
• Navigate to the Groups section.
• Search for and select the group to which you want to add clients.
• Click the More button in the group details page.
• Select Manage Members from the dropdown menu.
• In the Add Clients field, start typing the client's name (at least 2 characters).
• Select the desired client from the autocomplete dropdown.
• The client's details (name, ID, and office) will be displayed below the search field.
• Click the button to add the client to the group.
• The client will appear immediately in the Client Members list on the right side of the screen.

The client is now a member of the group and can participate in group activities and apply for group loans.

Restrictions

• Clients must be in the same office as the group. Clients from different offices cannot be added.
• If your organization has configured a maximum group size, you cannot add clients if the group is already at maximum capacity.
• Clients cannot be added to a group if they are already members of that group.

Related Topics

• Removing clients from groups
• Creating groups
• Activating groups
• Clients
• Creating clients