What is meant by a profile ?

Profiles are categories that divide customers or interests according to certain criteria. Profiles can be used to divide the type of business relationship and service you have with the customer or prospect.

To set up your profiles, you need to go to the settings and then click on “Profiles of natural persons” on the left side. There you will find standard profiles that have been set up according to your field of activity.

For each profile, you must specify the information that is mandatory or optional for that category of customer. This choice depends on your own KYC policy.

You can, of course, change or delete the profiles and create new profiles.

Each time you create a natural person, you must link the person to the appropriate profile. Depending on which profile you have linked the natural person to, the request shows you which fields you must fill in.

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