Set-up and verification
Your set-up checklist, from details to activation.
- Your set-up checklist, step by step The eight set-up steps, who can do each one, and the order to do them in. Founding officerSecretaryTreasurer
- Enter your society's registration details Set-up step 1: your registered name, number, registrar, common bond, currency and financial year. Founding officerSecretary
- Set your rules from your bye-laws Set-up step 2: share price, entrance fee, regular saving, loan multiplier, approvals and statutory reserve. Founding officerTreasurer
- Invite officers and assign offices Set-up step 3: invite your treasurer, committees and board so each gets exactly the powers of their office. Founding officerSecretary
- Choose savings and loan products from templates Set-up step 4: switch on the savings and loan products you offer and adjust them to your bye-laws. Treasurer
- Documents you need for verification Set-up step 5: the documents and identity checks Bridge needs before your society can go live. Founding officerSignatory officers
- What "Needs changes" means and how to fix it When verification needs changes, each item tells you what's wrong and how to fix it. Founding officerSecretary
- Activate your society with a second officer Activation opens your ledger accounts and needs two officers: the Treasurer requests it, another officer confirms. TreasurerSecond approving officer
- Connect collections and set reference rules Set-up step 6: choose how members pay in, and the payment reference that matches money to the right member. Treasurer