10076- How To Create Verification Steps

This setting allows a user on CRM to create verification step that is reflected on the member area.

To create a verification step, navigate to:

Settings > Verification steps > Step configuration

• New

• Fill in the fields

  • Blocking Deposits: https://support.impactechs.com/hc/en-us/articles/360007352417-10025-How-to-block-deposits-until-verification-is-complete

  • Blocking Withdrawal: https://support.impactechs.com/hc/en-us/articles/360007333637-10026-How-to-block-a-withdrawal-until-verification-has-been-completed-

• Save

Once the verification step status is enabled and saved, it will appear in the members areas as shown below:

Keywords

Verification step , Configuration, CRM , Member, Admin

Product

Impact CRM all versions

Attachment

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