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Find the customer for whom you want to create a new account.
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On the New Account tab, enter an Account Name.
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Select an Account Type. If the status of the customer is KYC Approved, then the account type should be Verified.
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Select a Wallet Type.
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In the Group field, select No Group.
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In the Tax Value field, select the customer's tax rate.
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In the Tax Number field, enter the customer's IRD number.
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Click Add New Account.
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Enter the reason for adding the account, then click CONFIRM. This creates an account with SMS, email and push notifications enabled and displays the following message:
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Follow the links in the confirmation message to view the new account and add device access. Alternatively, on the customer record...
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Click Account to view the account you just created. The page refreshes to display the account summary, balance and authentication limits.
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Click Access to add an access method. Access methods are the devices that a customer uses to access their eMoney account, such as a mobile phone.
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