How to Manually Add a Business

How to Add a Business Using Only Three Details

Introduction

This method enables a business to be onboarded without requiring the applicant to complete the full application workflow.

• Step 1: From the top-left navigation menu, select the “Businesses” tab.

• • Select the blue plus (+) icon to add a new entry.
  • Click anywhere within the Single Business pop-up window to proceed.

• Step 2: Enter the following business information:
  • Legal Business Name
  • TIN/SSN/EIN
  • Location Address
    • Once all fields are completed, click the Create button at the bottom right to save the business. 

• Step 3: Review & Send (Optional)
  • After the required information is submitted, a pop-up will appear with the option to Send Invitation to the applicant via email to initiate onboarding through the white-label application process.
    • Alternatively, select Close to skip the invitation and review KYB information by locating the business in the Business section.