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Managing Your Users 17

• Managing a Customer's Profile
• Locating a User’s Profile Page
• Understanding a Customer’s Profile Page
• How to View Users General Details
• How to View Users Loans

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Documents and KYC 6

• Introduction to KYC
• Approving or Declining a Customer's Document
• Viewing a User's Approved Document
• How To Use Tiers To Manage Customer KYC
• How to Set Up Social Login on your Customer Web App

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Whitelisting a User 4

• What is a Whitelist?
• Creating a Single Whitelist Entry
• Creating Multiple Whitelists Entries
• How to Update or Delete a Whitelist

Blacklisting a User 2

• What is Karma?
• How to Blacklist a Borrower

FAQs on User Management 7

• How can I deactivate a user?
• How can I activate a Customer?
• Why is the image of my user's BVN empty?
• Can my user use another country's KYC?
• Why is location required for my user?

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Managing Preferences 24

• How to Manage Your Organization Profile
• How to Edit Your Profile Details
• How to Edit Your Support Channel Details
• What are Organization Documents?
• How to Activate Required Documents

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Groups 7

• How to create a group on the admin console
• How to add a customer to a group
• How to activate a group
• Controlling Group Visibility on Pecunia
• Adding a Custom Checklist to Groups

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Notes 2

• How to add a note or comment on a customer's page
• Uploading Documents and Files When Adding a Note