The minutes module was discontinued, but we are looking to restore it in the next version of the platform i.e. v.4.0
Category: Frequently Asked Questions
Can I be a member of two groups on Chamasoft?
Yes, you can. On Chamasoft every member is issued a unique key. This key identifies with a member`s records in an investment group. After logging in, an interface displaying all groups where the member is registered appears as shown below. This allows the user to select which group to log in to. NB: This is only […]
What is the difference between an ordinary member and an admin?
An administrator has administrative rights. This means that he/ she has the rights to view change and edit any record on Chamasoft. The administrators dashboard consists of a summary of the group accounts and a list of all group members as shown below. However, an ordinary member can only view his/her own records. Additionally, an ordinary […]
Can we Use Chamasoft if the members are in different states?
Chamasoft is accessible anywhere anytime. All you need is a good internet connection and a device that can connect to the internet. This means that you can still participate in your group activities abroad using Chamasoft.
Must we be formally registered as an Investment group to use Chamasoft?
Chamasoft solely deals with book keeping and reconciliation of investment group records. There is no legislation involved in Chamasoft. Therefore you don’t have to be registered to use Chamasoft. However its very important to register and formalize your investment group. To learn more about formalizing your investment group, kindly follow the link on our blog
Does Chamasoft Access my Bank Account?
Chamasoft does not access your bank account in any way. This account is only used for recording purposes. Once you add your bank account, Chamasoft does not deduct any amount. Subscriptions can only be made through Chamasoft billing. Upon expiry, your account is automatically locked and Chamasoft doesn’t renew your subscription.
What should I do Right After Signing up?
After creating an account on Chamasoft, many people are not sure of where to start or what they should next. There is a variety of records to be added but here are the most basic to start with. Here are four essential things you need to do right after you sign up for Chamasoft. 1. […]
How to Edit Member Profiles
Chamasoft allows you to edit the profile of the group members. Here, you can change or update the profile details of a member in the group. Go to Members>Membership Management>List Members Choose the member you to edit and click on the EDIT button. Scroll down to edit the details you wish, Click on SAVE CHANGES after editing to save. […]
How to Invite Members
After adding members, the group admin can invite members to login into their own accounts. To invite a member, click list on members Click on SEND INVITATION to invite a member. You have successfully invited a member.
How to Reset Password on Chamasoft
If you can’t log in to Chamasoft because you’ve forgotten your password, you can reset your password from the Chamasoft login page. We’ll send you a confirmation code to verify your account then create a new password to log in with. However, Chamasoft doesn’t send forgotten passwords for security reasons. Please follow the steps below. Go to […]