Create groups to enable multiple clients to apply for loans together. Groups typically consist of clients who provide mutual support and accountability.

Prerequisites

• Active clients must exist to add to the group
• Log in to Symba Microbanking with a user account that is authorized to create groups

Steps

• On the Home page, click on "Groups"
• Click the "Create Group" button
• Enter a name for the group (case sensitive and must be unique across all offices in the system)
• Choose an office
• External ID: Unique identifier from an external system (optional, maximum 100 characters). If provided, it must be unique across all groups.
• Optionally select a staff member from the same office
• Add clients to the group:
  • Type a client name in the "Add Clients" field (search is case sensitive)
  • Select the correct client from the results
  • Click the icon to add the client
  • Repeat for each group member
  • Note: Only active clients from the same office who are not already in another group can be added
• Click "Submit" to create the group

The group is created with "Pending" status.

Next steps

• Activate the group before creating loan applications

Related Topics

• Groups
• Activating groups
• Clients