- Knowledge Base
- Onboard
- Nominees
How do I create a data request nominee?
You can create a nominee by first creating a data collection request for an
OnBoarding by selecting “create data request”:
Fill out the message (or use a template if using White Labelling) and create the
request. Once created, you can see the 4 action options of edit, delete, send and
nominees. Select nominees and you can create new nominees from the below
screen:
Simply enter the nominee’s email, the message you want to post in the email sent,
an expiry date if you want to apply a time limit and whether you want the nominee to
be able to manage other nominees. Nominee management can be done through the
data collection form itself if this feature is enabled.