How to add a nominee to a client?

Steps to add a nominee from the customer mobile app

1. Login to your account in the mobile app

2. Click on the profile 

3. Click to view the profile 

4. Scroll down to "Nomine details"

5. Click to add nominee 

6. Entered  the nominee details and clicked to confirm

Steps to update nominee info from the customer mobile app

1. Login to your account in the mobile app

2. Click on the profile 

3. Click to view the profile 

4. Scroll down to "Nomine details"

5. Click on Edit next to the nominee name whose details to be updated

6. Click on “Update nominee” to save the changes

Steps to add a nominee from the partner mobile app

1. Login to your partner account

2. Open the “clients” section from the home page

3. Select the client

4. Open the client’s profile by clicking on “Profile” from the top right corner

5. Scroll down to “Nominee details”

6. Click on “Add Nominee” and enter the nominee details then click on “Add”

Steps to add a nominee from the partner web app

1. Login to your partner account in the web app

2. Go to “Clients List” and select the client

3. Click on “View & Edit full Profile”

4. Scroll down to “Nominee details” and click on “Add nominee”

5. Enter the Nominee details and click “Save nominee”