To add an institutional stakeholder:

  1. Access the Stakeholder page by clicking Stakeholders in the menu on the left. 
  2. Click Add New Stakeholder. The Add Stakeholder screen is displayed.
  3. Select Institution in the Stakeholder Type dropdown.




4. Under Details, enter the following details:

  1. Enter the Legal Name, Primary Contact First Name, and Primary Contact Last Name of the institution. These are mandatory fields.
  2. Enter the Email address, NRIC, and PAN Number of the primary contact.

5. Under Address, enter the Address Line 1, Address Line 2, and Address Line 3, City, State, Country and Zip.

6. Use Additional Fields to add any extra information from Stakeholder configurations.

7. You can upload any Documents relevant to the institutional stakeholder. 

  1. To do this, click Choose File.
  2. Click Save to add the document. 

8. Click Save to complete the process of adding an institutional stakeholder.