Managing Members
Add members one at a time, invite a whole group at once, or import an existing member list from a spreadsheet.
Viewing and searching members
The Members page lists everyone in your group with Total Members and Admins stats at the top. Search by name, and each member card shows their role (Chairperson, Member, etc.), click a card to open their full profile, contact details, savings accounts, and loans.
Inviting one member
Click Invite Member, enter their email address, and click Send Invitation. They'll receive an email with a link to join your group. Admins only, this button is hidden for regular members.
Inviting many members with a link or code
Click Share Link to open Invite Links. Create a new link, it comes with a shareable URL and a short code (like KR4X9MBW) that's valid for about two weeks. Share it in your group's WhatsApp chat, and anyone with the link or code can paste it into "Join a Group" from their own dashboard.
You can revoke an active link at any time, once revoked, it stops working immediately.
Importing members from a spreadsheet
If you're moving from a paper register or Excel sheet, click Import Members. Download the CSV template, fill in first name, last name, email, phone number, date of birth, and gender for each person, then upload it.
KashRound shows exactly how many rows were imported, added to the group, or failed, with a row-by-row error table (for example, an invalid gender value) so you know precisely what to fix and re-upload.
Still stuck?
Our team can walk you through member setup directly.