IO Admin Manual
Manage Distributor Settings
2min
- This section allows the Admin to Create a KYC Flow for each Distributor. The Create New Flow option allows the Admin to Name the flow and choose the Grants.
- The Admin can choose the Sections required for the KYC flow, Documents for POI, Documents for POA, Documents for CPOA, Signature Creation Methods, Skip functionality, Enable/Disable Captcha, Aadhar Field, Bank Address, Annual Income, Place of Birth and Save this setting.ย
- The list of all Distributors, Total no of applications, Date of Enrolment, and their respective flow for KYC that can be chosen will be displayed.ย
- The Search field helps to find a particular Distributor.
Create flows
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Edit Flows
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Assign flows to distributors
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Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].
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