Adding and managing profiles: related parties

This guide will walk you through the process of adding and managing related parties in Onboard. From selecting types of profiles to defining roles, you will learn how to create and manage profiles efficiently.

Go to meshid.app

1. Add a related party

Adding a related party to the main profile (whether it is a legal or a natural person) is very easy. As the first step, identify the profile you would like to add a related party to.

Add a related party

2. Click “Create related profile”

If the profile does not have any related parties yet, you will see a button to add one. Click “Create related profile” to proceed.

 Click 'Create related profile'

3. Choose between legal and natural persons

Specify the type for the profile. You can always choose between legal and natural persons. Let’s add a natural person.

 Choose between legal and natural persons

4. Indicate the role

Indicate the role of the natural person.

Indicate the role

5. Confirm

Enter their first and last name. You can also add any other details you would like to add by clicking on “Add more details”. Once ready, confirm by clicking “Create”.

Confirm

6. The related party has been added

The related party has been added. To add one more related party, go to the “Actions” button next to the main profile name.

The related party has been added

7. Add one more related party

From here click on “Create a related profile”.

Add one more related party

8. Add documents and/or verifications

From the “Actions” button next to the related party, you can add documents and verifications, request screening and ultimately delete related parties if needed.

Add documents and/or verifications

The guide covered the steps to add and manage related parties in Mesh ID, including selecting the types of profiles, defining roles, entering profile details, and finalizing profile creation. 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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