> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payee onboarding

# **How to Onboard an individual from CRM**

This document outlines the step-by-step process for onboarding an individual as a Direct Selling Agent (DSA) using the CRM platform.

***

## **1. Accessing the CRM Portal**

* Navigate to the **CRM Home Page** using your browser.

***

## **2. Navigating to the DSA Section**

* From the **side menu**, click on **DSA**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image1.png)

* Under DSA, select **Channel Partners**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image2.png)

***

## **3. Adding a New DSA**

* On the **Channel Partners** page, click the **"+"** button located at the top-right corner.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image0.png)

***

## **4. Mobile Number Verification**

* The **Mobile Verification** page will appear.

* Enter a valid **10-digit mobile number**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image4.png)

* Click on **Submit**. OR click on “**Send OTP**” to verify the number.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image5.png)

***

## **5. Enter Basic Details**

* The **Basic Details** page will open.

* Perform the following steps:

  1. Click on the **first dropdown** (Type) and select **Individual**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image6.png)

2. Enter **First Name** and **Last Name**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image7.png)

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image8.png)

3. Select the **Profession**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image9.png)

4. Enter a **valid Email Address**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image10.png)

5. Select **Gender**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image11.png)

6. Enter **Date of Birth (DOB)**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image12.png)

7. Select the appropriate **Partner** from the dropdown.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image13.png)

8. Click on **Submit**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image14.png)

***

## **6. Enter Residential Address**

* The **Residential Address** page will appear.

* Fill in the following fields:

  1. Enter **House Number**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image15.png)

2. Enter **Area**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image16.png)

3. Enter **Pincode** – *State and City will be auto-fetched based on the pincode*.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image17.png)

* Click on **Submit**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image18.png)

***

## **7. Complete KYC Details**

* The **KYC** page will now open.

* Enter and upload the following:

  1. **PAN Number** (format: **XXXXP0000X**).

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image19.png)

2. **12-digit Aadhaar Number**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image20.png)

3. Upload the following documents:

   * PAN Card

     * Aadhaar Front

     * Aadhaar Back

     * Selfie

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image21.png)

* Click on **Submit**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/onboarding-individual/image22.png)

***

## **8. Onboarding Completion**

* The onboarding journey for the individual DSA is now complete.

* The entry is successfully saved as a **Channel Partner**.

***

## **9. Verifying the Entry**

* To verify the newly added DSA:

  1. From the **side menu**, navigate to **DSA > Channel Partners**.

  2. The new entry should be visible in the list.

  3. If not visible immediately, use the **search** feature to find the entry using:

     * Mobile Number

     * Name

     * If you are not able to find the entry on the page you may search by the other details you provided while On-boarding.

## **10. Onboarding "Individual" User Type to "Payee"**

To convert an **Individual DSA** user to a **Payee** and successfully push their details to the NS (National System).

***

### **Steps to Onboard an Individual as a Payee:**

1. **Navigate to the Individual DSA Listing:**

   * Go to the section where individual DSA entries are listed.

2. **Open the DSA Profile:**

   * Click on the **eye icon** next to the relevant DSA entry to open the profile.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/payee-onboarding/image1.png)

3. **Update User Type to Payee:**

   * In the DSA profile, click the **pencil/edit icon** next to the **User Type** field.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/payee-onboarding/image2.png)

* From the dropdown, **select "Payee"**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/payee-onboarding/image3.png)

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/payee-onboarding/image4.png)

4. **Verify PAN and Bank Details:**

   * Ensure that **valid PAN** and **bank account details** are saved.

   * *Note:* For "Payee" users, having a valid PAN and bank account is **mandatory**. Without these, the user **cannot be pushed to the NS system**.

5. **Enter NS Details:**

   * Scroll down to the **Details** section.

   * Locate and click on the **"NS Details"** option.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/payee-onboarding/image5.png)

6. **Push to NS:**

   * Once the NS details are filled and verified, click the **"Push to NS"** button.

   * Upon successful push, a **confirmation message** will appear indicating the entry has been pushed to NS.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/dsa/channel-partner/payee-onboarding/image6.png)

***

### **Important Notes:**

* Ensure all required fields are filled accurately.

* The PAN must be in a valid format and match government records.

* The bank account should be active and verifiable.

***

**Prepared By:** Aparmita Srivastav