You can assign a contact person within an officer's profile to act as the primary recipient for data and documentation requests. This designated contact will receive and respond to Officer KYC Collector requests and upload the necessary information and files through our sharing portal on behalf of the officer.
If no contact person is assigned, information requests will be sent directly to the officer's registered email address. For instructions on how to add an officer's email address, click here.
1. Go to the Officer profile, find the Contact person section, and click Edit
2. Click Assign a contact person
3. Choose to either assign an Existing contact or create a New contact by filling in the details
4. Click Save
That’s it 🎉 you’ve now successfully designated a contact person for the officer's profile!