Step 1 In order to add a service, users should access the Settings tab at the top of the screen. Under Lookups, users should then select the option Services. Users will then be taken to the services screen, which will display the list of services that are currently configured in the system, if there are […]…
Category : 4. Services & Interface
The system allows users to add specific entities as Intermediaries in the Delivery Channels section, meaning that users can have a more thorough view of risk when assessing interface with Clients. Users can follow the steps below to add an Entity as an Intermediary: Step 1 In order to add an Intermediary, users should access […]…