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      1. Customer Success- Knowledge Hub Information
      2. Business

      How to Manually Add a Business

      Adding a Business with Just Three Details

      This approach allows you to onboard a business without the applicant going through the application workflow. 


      Step 1: Navigate to the 'Businesses' tab in the Worth Portal

      Click the blue + sign

      Click anywhere in the 'Single Business' popup

      Screenshot showing a "plus" button and a popup linking to an add business page

       

      Step 2: Add business info

      Complete all required fields and click 'Create.'  

      A form titled "Company Details" with required fields highlighted. Input fields include: Legal Business Name, DBA Name, TIN/SSN/EIN, NPI Number, and Address. At the bottom right are two buttons: "Cancel" and "Create" button.

      Step 3: Review & Send (Optional)

      Once the required information is submitted a popup will offer the option to send an invitation to the applicant by email ('Send Invitation') if you wish to onboard them through your white label application process. Or, click 'Close' and proceed to review KYB information by finding the entity in the business section. 

      A confirmation message stating "Test Business LLC Added Successfully," Two buttons are shown: "Send invitation" and "Close".