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Help Center
Adviser
Adviser
Admin (Comply)
User (Comply)
Assess (Admin / user)
Customer of adviser
New customer at Creditro
Existing user at Creditro
Adviser
Admin (Comply)
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
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User (Comply)
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
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Assess (Admin / user)
Search function
Fraud score
Risk score
Credit rating
Monitoring
Review of platform
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