Whitelisting a User

This folder explains how you can whitelist a user to scale through the eligibility process.

What is a Whitelist?
Whitelist is a special feature on Pecunia and it is located under the customer’s section of the navigation pane. The whitelist feature allows an admin to cr...
Mon, 22 Aug, 2022 at 9:16 PM
Creating a Single Whitelist Entry
Selecting the Create An Entry option prompts a modal that displays all the details needed to create a whitelist. Some of these fields include: Identity an...
Mon, 22 Aug, 2022 at 9:17 PM
Creating Multiple Whitelists Entries
After selecting the “Create Multiple” option, a modal prompting you to upload an excel document will be displayed to you. For bulk whitelisting, it is requi...
Mon, 22 Aug, 2022 at 9:18 PM
How to Update or Delete a Whitelist
You can always edit all the details of a whitelist and even delete an entry completely. To edit or delete a whitelist entry; 1. Navigate to the “Filter ...
Mon, 22 Aug, 2022 at 9:18 PM