Designating a Contact Person for an Officer's Profile

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!

Collect Officer Information Using KYC Collector

https://avallone.atlassian.net/wiki/x/BIB9jQ

Need more help?

Contact us on support@avallone.io and we will get in contact with you as fast as possible.