Add New User
Here you can add your users whom KYC status will be visible. When you add a user here, they can use the credentials to login to our KYC portal to complete their documentation. Follow the below steps to add new users for the KYC portal:
- Go to Administration> KYC.
- Now click the “Add New User” option. A dialogue box will open once you click that option.
- Here you need to enter the details of the user whom KYC details you need. Once you fill the details, these users can only then login to the KYC portal and submit the required documents.
- PS: The set of documents will be different when you choose Core KYC and different for Advanced KYC.
Edit KYC User
In case you want to edit the existing user’s info, you need to follow the below steps:
- Go to Administrator> KYC.
- In the Operations column, you will see a button saying “Actions”. Once you click it, it will drop down and give you more options. Here you need to choose “Edit User”.
- Edit as per your convenience and then hit the “Submit” button.
KYC Reports
Once you add/edit the user, with KYC Reports, you can check the status of the verification process. Follow the below steps to check the status:
- Go to Administrator> KYC.
- In the Operations column, you will see a button saying “Actions”. Once you click it, it will drop down and give you more options. Here you need to choose “KYC Report”.
- On the right side of the screen, you will see a screen pop up. Here you can check the KYC status of the user.
Send Invite
Once you add a user, you can send him/her an invite link to the KYC portal through which they can complete their KYC documentation.
