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 |
|---|
| 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. |