Customers are the users of the cards issued through the platform. Creating a customer is a fundamental step in managing card usage and transactions. Follow this step-by-step guide to create a customer on the Sudo dashboard.
Step 1: Log in to Your Sudo Dashboard
To begin, log in to your Sudo dashboard.
Step 2: Access the Customers Section
Once logged in, navigate to the left side of the dashboard and select the Customers option. This will open up the customer management section.
Step 3: Click on Create Customer
On the top left corner of the screen, click on the Create Customer button. This will initiate the customer creation process.
Step 4: Choose Customer Type
Select the customer type from the options displayed. This could include individual customers or business entities, depending on your specific requirements.
Step 5: Fill in the KYC Form
Provide the necessary information in the Know Your Customer (KYC) form. This will typically include identification details such as the National Identification Number (NIN) or Bank Verification Number (BVN) for individual customers.
Step 6: Complete the Customer Creation Process
After filling in the required details, review the information for accuracy. Once confirmed, click on the Create button to finalize the customer creation process.
Ensure that you have accurate and up-to-date KYC information to comply with regulatory requirements and maintain the security of your customers' data. The Sudo dashboard provides a seamless experience for managing customers and their associated cards, empowering you with the tools to provide excellent financial services.