In this article, we have collected the most frequently asked questions and corresponding answers
How to add/delete/modify a user?
When you are logged in to Creditro, click on the cogwheel at the bottom of the left column. Then select the sub-item "Users". Here you can add new users by clicking on the white plus sign in the dark blue box in the top right corner.
If you want to change the settings for a user, click on the pencil to the right of the user in the list. You can then change the user's role, name and/or email.
If you want to delete a user, click on the waste bin to the right of the user in question. If the user is associated with some active cases, a pop-up box will appear in which you must decide which other user should take over responsibility for the cases in question.
How do I restrict users' access so that they only have access to their own cases?
When you are logged in to Creditro, click on the cogwheel at the bottom of the left column. Then select the sub-item "Users". If you then click on the cogwheel in the top right corner, you can choose whether the users should have access to see all your clients, or only the clients for which they themselves are the client manager or secretary.
How multifactor login works
When you are logged in to Creditro, click on the cogwheel at the bottom of the left column. Then select the sub-item "Users". If you then click on the cogwheel in the very top right corner, you can choose whether multifactor login should be required for your users or whether it should be optional. The individual user chooses whether he/she wants to receive login codes on an app or by email. They can do this in the top right corner when they are logged in to Creditro by hovering the mouse over their name (without clicking) and then clicking on "Profile settings".
How do I change my password?
You can do this in the top right corner when you are logged in to Creditro. Hold the mouse over your name (without clicking) and then click on "Profile settings". You will then get the following screen:
Here you click on "Password", after which you can choose a new one.