Add a new client as a service agency or financial manager

Your company administrator can take the following steps to add a new customer or client as a Service Agency or financial manager.
  1. Go to
    Settings
    on the E-banking platform.
  2. Select
    Clients
    to display the
    Add Client
    button.
  3. Select the
    Add Client
    button and enter the company name.
  4. Locate the new client in your client list.
  5. Select the client and enter the corporate registration number under the company name.
  6. Configure the account number as described previously.

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