Adding new customers

You can add either business or individual customers to the Dakota Platform directly from your dashboard.

1. Log in to your Platform account at platform.dakota.xyz.

2. Click Customers in the left-side menu.

   • This page will display your current list of customers.

3. Click Add customer.

4. Enter the customer’s details:

   • Full legal name (for individuals)

   • Legal entity name (for businesses)

5. Select the corresponding Customer Type — Individual or Business.

6. Click Add customer.

7. You’ll be redirected back to the Customers page.

8. Refresh your browser to view the newly added customer.

9. Copy the KYC/B application link found in the KYC/B column of the row of your new customer to share it however is most convenient for your/their team.

Once your customer completes their application, Dakota’s Onboarding Team will be notified and will review for approval.

IMPORTANT: If additional information is required from your customer, Dakota will never reach out to them directly. All documentation and information requests will be sent to your team for forwarding to your customers.