Jamii guide

5 step guide to get started

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Prerequisites:

  • Smartphone with Android v. 4 or higher
  • Google play store installed
  • Mobile Data is turned on

Don’t have Google Play? See how to get it here

STEP 1

Create a jamiipay account

How to create a profile:

  • Enter your phone number or email address
    this will be your login credential
  • You will now receive a verification code for your to enter
  • Choose a 4 digit pincode for quick login
  • Choose a password

 

Good to know 

  • You can later edit your profile with information like language, gender, profile image etc.
  • If you enter your phone number you will be able to receive free SMS notifications. 

STEP 2

Add a group

How to add a new group:

  • Choose roup type (VSLA, SILC, SHG…. etc)

  • Choose country & currency

  • Enter your group name

  • Enter NGO number
    (Number your saving group is given by the establishing organization - not mandatory

  • Set the savings minimum and/or maximum, if any

  • Set the loan service charge 

 

Good to know 

  • This information is used in the app for automatic calculation
  • You can further edit the group’s information such as Cycle number, Loan ceiling, Meeting day & Meeting frequency 
  • You can add as many groups as you wish
  • The person that creates the group is automatically “group owner” and have administrator rights.

STEP 3

Add members


When you add a new member, you can add a new member or add a member to the group, that already has a jamii profile.

 

How to add a new member:

  • Phone number if the member wants to create a login profile, otherwise, skip this step. You can always add login credentials later

  • The members' full name

  • Settings for notifications & free sms'es.
  • Optional NGO beneficiary number

  • Member number given by the group

  • Member roles.
    You can indicate if a member has a committee role, or should be given administrative rights to register meetings in the app (the "agent" role)

 

Good to know 

  • You can add as many members in a group as you need. 

  • You can either add members with their name only, or create a Jamiipay account where they are able to login

  • Members that enter their phone number will be able to receive free SMS notifications during the meeting

  • If a member should be able to register meetings, they need to be given the member role “agent”. 

  • Agents will also be listed under “members” but will not be able to register savings and loans.

STEP 4

Your first registration – the baseline


The first thing you need to do is register all savings for each member and the status of current loans. This way the books are numbers in the app are totally up to date.

How to do a baseline meeting:

  • Open new meeting, choose "start registration"

  • Enter the number of meetings already had 

  • Register attendance (check all)
  • Register the total amount of savings deposited by each member

  • Register all current loans

  • Register total fees

  • Register incomes & expenses

  • Count the current available money in the box/fund

 

Good to know 

  • Baseline registration enables you to start using Jamii at any time – even if your group has existed for multiple years.

  • It is extremely important that the data that you enter in the baseline registration is correct, because it’s the fundament for all future registrations 

STEP 5 – CONGRATULATIONS!

You are now ready to start using the app in meetings

View our tutorials for how to use the app in meetings

Don’t hesitate to contact us for any questions or issues. We’re here to help!

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