Activate your society with a second officer
Who can do this TreasurerSecond approving officer
Steps
- When verification shows Verified, the Treasurer opens Set-up → Activate.
- Read What happens when you activate and What becomes fixed, tick I’ve checked these details and select Request activation.
- Confirm it’s you with your password and code.
- Another approving officer opens Approvals (or the same set-up page), checks the summary and selects Confirm activation.
What happens next
Four accounts open in your base currency: operating, deposits, share capital and reserve. Your offices, general ledger and prudential rules are set up, your products are created, and you can admit members and take money.
Common problems
"You cannot approve a request you made."
Activation needs a different officer to confirm. Ask another approving officer to sign in.
"Upload your bye-laws before activating"
Go back to step 2 and upload your registered bye-laws as a PDF.
Was this helpful?
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