Credas Connect Walkthrough - Table of Contents

Introduction

Welcome to the Credas walkthrough for the Connect platform. Below, you will find a list of the different features and functionalities Connect has to offer. For ease, we have split the guides into two distinct sections: Portal and Admin Portal. The latter area is dependent on the level of portal access you have and may not be visible. Please click on the links below to get started. 

If at any time, you require additional information that is not covered by these guides, please contact us using this email address - support@credas.com.

Table of Contents

Portal 

• Logging in as a new user
• Logging in 
• Sending a new invitation
• Resending an invitation
• Locating an individual/customer
• Reviewing results
• Exporting to PDF
• Tags
• Folders (Individuals)

Admin Portal 

• Navigating to Admin portal
• Users
  • User information
  • User permissions
  • User Actions
• User groups
• User roles