Follow the steps below to create a Person profile:

  1. Navigate to the Persons menu item.

  2. Click Add New in the top-right corner of the tab.

  3. Fill in the Personal form.

  4. Complete the Contacts field. The information is obligatory.

  5. Add legal address information to the Location field.

  6. Set the default currency and price list in the Settings field for commissioning (see Price Lists for details).

  7. The defined limit will be dependent on the verification level (see Limits for details).

  8. Fill in the Security field paying attention to Verification levels and Access Roles (see Limits, Access roles, and Identification requests for details).

  9. Tags are optional.

  10. Click Create to submit changes.

Public Id is optional and mostly set by the Client as an additional detail for transfer execution. A Public Id can be used instead of account/card numbers for internal transfers.

Related pages

Identification requests
Access roles
Price lists