Search and navigate the admin dashboard.
Technical/operational name, visible in other platforms. Once set, it can't be easily changed.
The customer's first dashboard user. They're emailed an invite and join as the workspace's Owner, who can invite the rest of the team.
Search the profiles CFX has synced, or paste an id from the AiPrise dashboard URL.
Optional. Enrolling in a RouteFusion program requires this customer's virtual accounts to be onboarded (and re-verified) with RouteFusion.
Optional. A recurring platform fee, debited from the Operating account provisioned for this customer.
MOVEUSD, charged once per calendar month. Leave blank for no recurring fee.
Required with a monthly fee. Charged on this day of every month, from this date. Pick the 1st unless there is a reason not to. A 29th, 30th or 31st bills on the last day of a shorter month.
Control persons and beneficial owners for the primary organization. At least one control person is required.
One person, one KYC profile: their ownership stake is recorded on this entry.
Turn on when this customer verifies its own identities or organizations and CFX should not run verification for them. Leave off to verify through CFX.
