Onboarding flow for Company Officer

This comprehensive user guide is designed to provide you, as a company officer, with a seamless onboarding experience to our platform. Whether you're new to our services or seeking a refresher, this guide will walk you through each crucial step of user onboarding. For those who prefer a visual guide, we also offer an instructional video here.

Step 1: You'll receive an email invite with a link to start the onboarding process and a temporary password.

Step 2: Take a moment to review and approve our Secro privacy policy.

Step 3: Use the temporary password from the email to log in and review/agree to the Secro terms and conditions.

Step 4: Check and update your data (first/last name, phone number) and create a new secure password.

Step 5: Enhance security by entering the verification code sent to your mobile phone for two-factor authentication (2FA).

*You will be redirected to ShuftiPro for KYC verification. We encourage you to complete KYC verification using your mobile device. Please look for QR code icon to use your mobile device to complete KYC verification.

Step 6: Know Your Customer (KYC) check: take a moment to review/approve Identity Verification Consent to continue with the KYC check. 

Step 6.1: Choose your document issuing country and type. Accepted IDs include: national ID, driver's license, and passport. You can submit a photo, record video, or upload a file. 

Step 6.2: Select method of document submission. Select one from available options, take a photo (preferred method to complete KYC verification), record, upload file. 

Step 6.3: Review quality of submitted document. Ensure that document is readable and if not you will be able to resubmit by using retake options. 

Step 6.4: Confirm your ID information is correct and make edits as necessary. Make sure all information is matching your document (date of birth, expiry date, issue date, document number).

Step 6.5: Complete the biometrics verification by taking a photo of your face. You can choose to submit a photo or record a video.

*Please navigate back to the web browser if mobile device was used. 

Step 7: Anti Money Laundering (AML) check: system will use previously provided information to perform AML. 

Complete: Congratulations! After successful completion of KYC and AML checks, you'll gain access to the Secro platform.