Adviser
Here you can find a number of help articles which deal with the most frequently asked questions about our platform
Admin
- Practical information, data and documentation
- Monitoring and notification of active cases
- Account setup (ID requirements, company documents, inherent risk, etc.)
- How to fill in and upload a draft list
- Weekly webinars – ideal for new employees/users of Creditro
- General questions about case creation, ongoing cases, etc. (Go to the category "User")
- How to contact customer support
- FAQ
User
- How to create a client
- How to use the "reply on behalf of" function
- How to upload ID/company documents on behalf of your client
- My client does not receive emails from Creditro
- Why and how often should I re-evaluate my clients?
- Which emails does my client receive?
- How does Creditro look like from my client's side?
- How do I delete/add people on a client (including choosing a new representative)?
- How to contact customer service
- FAQ