> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Perform Client KYC

> Offer a smooth onboarding experience by assisting your client with their KYC.

You can request KYC access from your client:

* [When sending an invite](#request-kyc-access-when-sending-an-invite)
* [During client onboarding](#request-kyc-access-during-client-onboarding)
  After the client approves your request, you can [perform their KYC](#perform-kyc).

#### Advantages

* **Decreases Onboarding Time by 50%**

  Partner performing KYC for sub-merchants decreases onboarding time by half and ensures a seamless onboarding experience.
* **Value Added Service**

  Partner performing KYC acts as a delight feature for your clients.

## Request KYC Access When Sending an Invite

You can request to perform KYC for your client when inviting them. During onboarding, your client will see a consent screen to allow you the access to perform KYC. They need to approve it for you to submit the KYC form on their behalf.

### Invite Using Email

When inviting a client using email, you can opt in to assist their KYC by selecting **Yes, I will assist my client with their KYC** in the **Assist the client with their KYC screen**.

### To request KYC access when sending an invite using an email:

1. Log in to the Dashboard.

2. Click **Partner** and navigate to **Affiliate Accounts**.

3. Select the **Payments** or **RazorpayX** tab depending on the product you want to refer your affiliate.

4. Click **+ Add New Clients**.

5. Under the **Using Email** tab, enter the **Client Name**, **Email ID** and **Contact number** (*optional*) to which the invite link must be sent. Click **Next**.

6. Select **Yes, I will assist my client with their KYC** and click **Send Invite**.

### Invite using Referral Link

When inviting a client using referral link, you can opt-in to assist their KYC by selecting **Yes, I will assist my client with their KYC**. This will generate a new link initiating a request for KYC access from the client during the onboarding process

### To request KYC access when inviting using referral link:

1. Log in to the Dashboard.

2. In the **Partner** section, navigate to **Affiliate Accounts**.

3. Click **Share Referral Link**.

4. For Partner accounts on which X referrals have been activated in the **Share Referral Link** modal, select Razorpay Payments or RazorpayX depending on the product you want to refer an affiliate.

5. Select **Yes, I will assist my client with their KYC**.

6. A drop-down page appears where you can share the link using:
   * Copy button: This copies the referral link. You can copy-paste this link and send it via email or instant messaging apps such as WhatsApp.
   * Facebook: Click the Facebook icon to share the referral link as a post on your Facebook account.
   * Twitter: Click the Twitter icon to send a tweet with the referral link.
   * WhatsApp: Click the WhatsApp icon to send a message with the referral link.

## Request KYC Access During Client Onboarding

You can request and re-request KYC access during your client's onboarding journey.

<Warning>
  **Watch Out**

  You can only raise 3 requests per client for completing the KYC on their behalf. If the client declines all the 3 requests, you cannot send any more requests.

  To request KYC access:

  1. In the **Affiliate Accounts** section of your Dashboard, click **Request for KYC** under the **Actions** column for the client you want to perform KYC.

  2. After you click on **Request for KYC**, a side panel opens. Click **Request for KYC access** to raise a request. You can also find link to documentation for documents required for KYC in the side panel.
</Warning>

## Perform KYC

After you request for KYC access:

<Steps>
  <Step title="The client receives an email to approve or reject the KYC request.">
    The client receives an email to approve or reject the KYC request.
  </Step>

  <Step title="If the client approves the request, you can fill in the KYC details...">
    If the client approves the request, you can fill in the KYC details from the Partner Dashboard by clicking on **Perform KYC**. You can check the [KYC access request status](#check-kyc-access-request-status) on the Partner Dashboard.
  </Step>

  <Step title="You can view the activation statuses as shown here:">
    You can view the activation statuses as shown here:
  </Step>
</Steps>

## Check KYC Access Request Status

You can view the status of request on the Partner Dashboard under the **Actions** tab. Refer to the table below for all statuses and their description.

## Action | Description

## Request Merchant for KYC access | Approval required to view Merchant KYC

## Request approved by Merchant | Merchant has approved the KYC access request

## Request expired | New KYC access request needs to be initiated by Partner

## Waiting for Merchant approval | Merchant approval for KYC access is pending

## Request rejected by Merchant once | Merchant has rejected your KYC access request

## Request rejected by Merchant twice | Merchant has rejected your KYC access request 2 times. You can request for access only one more time, if the merchant still doesn't approve, you wont be able to send the request again.

## Request rejected by Merchant thrice | Merchant has rejected your KYC access request multiple times. Now, only the merchant can perform their KYC through their Dashboard.

### Related Information

* [Add clients](/partners/service-partners/add-submerchants)
* [About Service Partners](/partners/service-partners)