IT: Steps to Sync Legal Heir Accounts

[adarshmadrecha]

This assumes A is legal heir for B

1. Sync Profile for Legal Heir (A):

1. Add A's credentials.
2. Sync A’s Profile:
   • Navigate to the profile section and ensure the profile details are updated and synced.
3. Go to the PAN View Page for A.
4. Find the "Legal Heir For" section in the PAN Information Card.
   • You will see B's name listed as a chip under this section.

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2. Add Legal Heir Account (B):

1. Click on B’s name in the "Legal Heir For" section.
   • This will open the Add Account Dialog Box.
2. Verify the following details:
   • B’s Name and PAN Number: Auto-filled.
   • "Is Legal Heir" Checkbox: Automatically selected.
3. No need to enter a password.
4. Click Save to finish adding B’s account.

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3. Add Both Accounts to the Jamku Portal:

1. Log in to the Jamku Portal.
2. Add A and B as separate accounts in the portal.

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4. Auto-Sync Legal Heir Accounts:

• During future syncs of A’s account, B’s legal heir information will sync automatically.
• This works because both accounts share the same login credentials.

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This ensures smooth integration of legal heir account in Jamku Portal.
Basically you need to add A with password and B without password