Adding and managing profiles: natural versus legal persons

This guide will walk you through the process of adding and managing profiles for natural and legal persons in Onboard.

Go to meshid.app

1. Create a legal person

Let’s start from creating a legal person as the main profile first. Legal person is any type of legal entity you would like to onboard. Go to “New profile” and click “Create manually”.

Create a legal person

2. Select “Legal person”

On the next screen select “Legal person” and click “Next”.

Select 'Legal person'

3. Pre-fill information

Now you have several options as of how you can pre-fill the information for your client. You can search in a country register and extract the information from there automatically or you can pre-fill it yourself by choosing “Create manually instead”. Let’s take a look at how automatic search works. First, enter the country of registration.

Pre-fill information

4. Search in a company register

Now you can enter the name of the entity, its registration number or search by legal entity identifier (LEI).

Search in a company register

5. Search by name

Let’s search by name. Enter the name of the legal entity, then click “Search” to browse through the list that appears below and select the appropriate name.

Search by name

6. Select the entity and confirm to extract the information

Click on “Continue”.

Select the entity and confirm to extract the information

7. Click “Create”

The information has now been extracted from the registry. You might still want to pre-fill some additional fields at this point. Once ready with the legal entity details, scroll down and press “Create” to move on to the next step.

Click 'Create'

8. The legal person is created

The legal person has been added. From here you can add related profiles, documents and verifications. All the actions can be initiated from the “Actions” button.

The legal person is created

9. Create a natural person

Now let’s create a natural person as the main profile. Navigate to “New profile” and select “Create manually”.

Create a natural person

10. Select “Natural person”

Select “Natural person” from the list of options on the next screen.

Select 'Natural person'

11. Pre-fill information

Now we need to add their first and last name. You can also add any other details you would like to add by clicking on “Add more details”.

Pre-fill information

12. The natural person is created

The natural person profile is added now. From here you can add related profiles, documents and verifications. All the actions can be initiated from the “Actions” button.

The natural person is created

The guide covered the process of adding and managing profiles for natural and legal persons in Onboard. We hope you find this guide useful, please check our other guides. If you have any questions, please reach out to our support team.

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