Deleting an Individual

Deleting an Individual

Once an 'Individual' has carried out their check(s), you may wish to remove them from the 'Individuals' table. To do this, please follow the steps below:

1. From the 'individuals' tab, find the 'Individual' you would like to remove from the table by either scrolling down the list or searching for them by name, phone number or address.

2. Located to the right of an 'Individual' is the ellipsis (three dots) and selecting this will produce a drop down menu where you can select 'Delete'. In doing so, the 'Individual' will be removed from the table. Please note - this action is irreversible and should only be carried out by a senior member of staff.

You can also set up portal-wide automatic deletion rules within the settings tab in the portal. Please note once a check has been deleted, this is irreversible and you will no longer be able to access the checks or results of the individual. 

Got any questions?

If you have any questions please reach out to the Credas support team by logging a support ticket using the 'Submit a Ticket' button at the top of the knowledge base.

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