Adding group members and officials

Who can add members

Only the Secretary can add members to a group.

Adding a member

Members are added from the Members page, by tapping the contact FAB (floating action button) in the bottom right.

All that's needed is the member's name and phone number. They don't need to have the Kosalo app installed yet to be added.

When adding a member, you'll be asked to assign their role. Member is always the default.

The member count at the top of the Members page counts active members only. Members who have been removed stay in the list, marked Removed, but are not part of that count.

What happens when an added member signs up later

If they sign up using the same phone number the Secretary added them with, their account automatically links to their existing member record.

Their contribution history carries over. Nothing is lost or needs to be re-entered.

See Getting Started for more on self-registration.

Assigning officials (Treasurer, Chairperson)

You can assign a role directly while adding a member's name and phone number.

To assign a role to an existing member instead:

1. Tap Edit on their member card.
2. Select the role you'd like them to have in the group.
3. Update the record.

Editing a member

Secretaries can edit a member's name and role after saving.

Removing or deleting a member

Kosalo gives the Secretary two different actions, because they solve two different problems.

• Remove from group: for someone who has left the group. Their history is kept.
• Delete: for someone added by mistake, before anything has been recorded for them.

Both are done by the Secretary from the Members page. You can't remove or delete yourself, and you can't remove or delete the Secretary.

Removing a member who has left the group

Use Remove when a member leaves the group. There is no time limit, but it can only be done while you are viewing the current cycle.

What happens when a member is removed

• Their records and contributions are not erased. Their history stays in the group.
• They remain in the Members list, marked Removed.
• They appear in the cycle they were removed in and in earlier cycles, but not in any later cycle. A cycle created after the removal will not include them.
• They are no longer counted in the group's member total, including the count on the Home screen and the Members page.
• No new contributions can be recorded for them. Loan repayments and fine payments can still be recorded, so money they still owe is not lost.
• If they were an official (Treasurer or Chairperson), they lose those privileges.

What the removed member sees

If the person has a Kosalo account, they see a notice on Home that they are no longer a member of the group, and who to contact if it was done wrongly. They can still look at the cycles they took part in, in read-only view, up to the cycle they were removed in. They cannot see later cycles.

Adding a removed member back

• Same cycle: tap Re-add on their member card.
• A later cycle: add their name and phone number again from the Members page. Kosalo recognises the number and asks you to confirm. They come back from the current cycle onwards. The cycles in between stay as they were, without them.

Deleting a member added by mistake

Use Delete when you added the wrong person or typed the wrong phone number. Delete takes the member out completely, as if they were never added.

Delete only works when both of these are true:

• It's within 48 hours of the member being added.
• The member has no records in any cycle.

See Cycles for cycle-specific member changes.