Onboard sub-entities with the Dashboard
Beta
Last updated: April 26, 2023
Use our Dashboard's friendly UI to onboard your sub-entities. On this page, we will walk through:
There are currently two different account types available on the Integrated Platforms solution, lite and full. Depending on your account type, you will see different required and optional fields. Your account type is determined during onboarding and depends on whether you require payment capabilities (lite), or payment and payout capabilities (full). For more information, see our account structure page.
- When you sign in to the Dashboard, navigate to Sub-entities.
- Select + Onboard a business at the top of the page, and enter a unique reference for the sub-entity.
- Select Continue and this brings you to a new screen.
- Select which type of sub-entity you are onboarding. Read more about sub-entity types on our onboarding page.
- Select Begin activation. This takes you to a new screen where you provide details about the sub-entity.
- Once you complete the form, select Submit. If the form had no errors, you'll be taken to the detail page of this sub-entity.
- If you exit the form before submitting the sub-entity for verification, you’ll be taken to the Sub-entities list page. The sub-entity displays there in Draft status until you decide to continue the application.
The sub-entity does not have its payments and/or payouts capabilities yet. Submitting a sub-entity starts the verification process. During verification, sub-entities will have a status of PENDING. We indicate what stage of the onboarding process your sub-entity is on through these statuses, which we will walk through in the next section.
Read more about the information required for each type of sub-entity on our onboarding information page.
Making the most of the form
- Use the navigation panel to see where you are in the form.
- Each field is required unless its label includes (optional).
- Each field has additional text underneath to support your process.
- Fields that haven't been filled out correctly will display an error message below, and both the field and the message will be red. This also happens if you exit a required field without entering any information.
To provide you with visibility to what's going on with your sub-entities, we show the status of your sub-entity in the Dashboard.
You can also subscribe to the status webhook notification to keep up to date with any asynchronous changes even when you aren't logged in.
We will only trigger due diligence checks when we have all the information required. Once the checks are triggered, the sub-entity's status will be PENDING.
We may make changes to this sub-entity's capabilities based on the outcome of these checks.
You may need to update a sub-entity because some of their details have changed, or to fulfill specific due diligence requirements.
To edit a sub-entity:
- Navigate to Sub-entities and select the sub-entity to edit.
- Click on the ... icon and select Edit details. This takes you to a new screen.
- Edit the required details and select Update.
When you update a sub-entity, we may conduct further due-diligence checks when necessary. During these checks, your sub-entity's capabilities will remain unchanged.
