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Overview

Create a new identity using either of these methods:
  1. Click New > New identity in the top-right corner
  2. Use keyboard shortcut Option + I (Mac) or Alt + I (Windows)
Then complete these fields and click Create identity:
FieldsDescriptionExample
Identity type (required)Type of identity (individual or organisation)
Organisation nameReveals if it is an organisationAcme Finance
NamesInput the first and last name of the customer. If applicable, provide their other names
Email addressValid email of the customeredwards@acmefinance.com
Phone numberPhone number of the customer
NationalityCountry of origin of the customer
GenderGender of the customer (male or female)
AddressLocation of the customer — country, state, city, street address, and post code
Custom fieldsOptional metadata for your identity"kyc_status": "Verified"

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