This article applies to:

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.

Go to Settings
on the E-banking platform.

Select Clients
to display the Add Client
button.

Select the Add Client
button and enter the company name.

Locate the new client in your client list.

Select the client and enter the corporate registration number under the company name.

Configure the account number as described previously.