Configure User Profile
To manage user information and access permissions effectively
A user profile is a customized account configuration based on their KYC (Know Your Customer) information, necessary for meeting regulations and providing personalized services, with full access to complete KYC documentation.
Steps to Setup User Profile |
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1. Click on the Add button |
2. Enter Basic Information |
3. Enter Profile Name |
4. Select User Type |
5. Option to assign profile as Default |
6. Enter KYC Status |
7. Select a previously added Threshold from the dropdown |
8. Product Selections - Select a Product from the list of assigned products |
9. Manage Charges - Option to assign charges added to the selected product for the user profile |