How to manage multiple entities?
For Keyring Pro: Perform KYB onboardings for multiple entities within a larger organisation.
Last updated
For Keyring Pro: Perform KYB onboardings for multiple entities within a larger organisation.
Last updated
Users with access to have the option to manage multiple entities in the profile menu. An entity functions as a sub-account, allowing to KYB multiple subsidiaries within a larger corporate organisation.
Users can click on the dropdown menu to rename the current entity, add a new entity, or select a different entity. Changing the selected entity will update the onboarding status shown for each policy, as this status is specific to the individual entity.