Assisted Onboarding (via Admin Panel)
Add new Conusmer via Admin Panel
Platform staff also have the ability to onboard new users. They can onboard users from their backend panel.
Steps to Onboard Consumer via Staff / Admin Panel |
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1. Enter the User’s Mobile Number - Input the user's mobile number for registration. |
2. Verify the Number via OTP - Enter the received One-Time Password (OTP) via SMS to verify your mobile number. |
3. Enter Personal Information - Fill in the user's First Name, Last Name, and Email. - Optionally, input Date of Birth and Referral Code. |
4. Upload Image and Any Additional Information - Option to upload a profile image to personalize the account. - Enter any extra information as needed. |
5. KYC Submission, Verification, Approval, and Skip Option - Upload necessary KYC documents and information. - Configurable KYC fields and documents, managed by the Admin. - KYC details sent to backend panel for verification and approval. - Admin notified about KYC status; option to skip KYC available. - User assigned a profile based on Admin settings. - Option for consumers to upload KYC documents later via app/portal. |