An Introduction to Credas & our Support Resources

An Introduction to Credas

Welcome to Credas! We have created a range of support resources which we hope will help you make the most out of Credas. Our support resources include:

• A detailed user guide on how to use the portal - click here to access
• A managing users guide on how to use our admin portal, including setting up new clients, setting permissions and adding notifications - click here to access
• A knowledge base for your clients which you can direct them too or download the resources yourselves, that includes step-by-step guides on how to complete our standard journeys - click here to access

As well as the stand-alone guides mentioned above, we also have a variety of articles and videos on this knowledge base covering all areas of the portal including FAQs and troubleshooting. 

Table of Contents

• Getting Started with Credas
  • Introduction (this page)
  • Our products
  • User Guide
  • Guides and support for your clients
  • Managing users guide
• Invites
  • Sending a new invite
  • Manual checks
  • In-Person check
  • Re-sending an invitation
  • Resubmitting a check
  • Sending a new invite to an existing individual
• Individuals
  • Editing user details
  • Searching for an individual
  • Exporting PDFs
  • Deleting an individual
  • Notes 
  • Evidence
  • Quick Actions Menu
  • Expiring Invites
• Reviewing Results
  • Understanding your Results
  • Identity Results
  • Liveness Results
  • Address & Mortality Results
  • PEPs & Sanctions Results
  • Supporting Documents
  • Proof of Ownership
  • Safe Harbour
  • Right to Work 
  • Right to Rent
  • Source of Funds & Open Banking
• Additional Features
  • Table configuration
  • Filters
  • Tags
  • Folders 
  • Ongoing Monitoring
  • Notifications
  • Branding
  • Dashboard
  • Masterlist
• Admin Portal
  • Adding an user
  • User Groups
  • User Roles
  • User Permissions
  • Resetting Passwords
  • Notifications

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.

We are committed to continually improving our support resources for you. We would greatly appreciate your feedback below to help us enhance your experience.