To add your team members to the Saarathi app, please go to the menu and click on the “Team” option and follow the below-mentioned steps –

 

  1. Provide the names of your team members
  2. Enter the phone numbers and email addresses of your team members 
  3. Provide the below-mentioned access to them as per your requirements -  

 

  • View Payouts on the lender's corner 
  • Add / Delete team
  • Create / Edit files 
  • Login / Submit the file to lender 
  • Can transfer file to Saarathi CP
  • Add sourcing Partner 


After filling all these details please click on the “send invite” button, an invite link will be sent to your team members.

 

Your team members can click on the invite link, download the Saarathi app and complete their KYC.


Once they successfully registered on the Saarathi app they will reflect you under the team section on your Saarathi app.