In Ospree’s Accounts Directory, you can easily edit existing accounts to update personal details, address information, national ID, and compliance-related fields.
How to edit an account
1
Navigate to Accounts Directory
In the Ospree Dashboard, select Directory from the left navigation panel.
In the Accounts tab, locate and click on the account you want to edit.
2
Access accounts overview
You will be directed to the Account Overview page, which provides a summary of the account details.
Click on the Account Details tab on the left side of the overview section.
3
Edit account details
In the Account Details tab, click on the Edit button located in the top right corner.
You will now be able to update personal information, address information, national ID information, and risk and verification information.
4
Save changes
After making the necessary edits, click on the Save button to update the account details.
The changes will be reflected in the Accounts Directory and used for compliance monitoring and reporting.
Review and update risk and verification fields regularly to ensure compliance with AML and CTF regulations.
