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 |
|---|
| 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 |