Overview of the Creditro Comply Dashboard

1. Login and Overview Page

When you log in as a new user on the Creditro platform, you will be directed to the Overview Page. This is your central dashboard where you can see all customers registered on the platform.

Color coding of customer status:
The platform uses color codes to indicate how far along customers are in the risk assessment process:

Green: Customer assessed as low risk.
Yellow: Customer assessed as normal risk.
Red: Customer assessed as high risk.
Gray: Customer has not yet been assessed, and risk status is unknown.

This makes it easy to keep track of your risk distribution.

2. Managing Risk Assessments

The platform allows you to track the progress of each customer’s risk assessment:

Incomplete information: Customers who have not completed their assessment appear in the “Incomplete” section, for example if questionnaires are unfinished or ownership information is unverified.
Completed assessments: Once a customer has completed all steps, they move to the “Completed” section where both the customer and the responsible user have taken necessary actions.

3. Customer Reassessment Intervals

You can set reassessment intervals for each customer based on their risk level:

Choose to revisit customers every 2, 4, or 5 years depending on risk evaluation.
When it is time for reassessment (e.g., every two years), the customer will automatically be prompted to update their questionnaire and any necessary information.

4. Customer Navigation and Support Tools

On the Overview Page, you will find several tools to manage your customers:

Client overview: A quick overview of all customers with options to filter and access specific client groups.
Client settings: For admin users, there is an settings panel where you can adjust platform configurations including questionnaires, client types, services, and reassessment intervals.
Help center and support: If you need assistance, you can contact support via the chatbot in the bottom right corner or access the Help Center through the question mark icon for additional resources and video guides.

5. Notifications and Profile Settings

Notifications: Stay updated on your customers’ status via notifications shown in the bell icon at the top right.
Profile settings: Adjust your personal profile and platform language settings by clicking the profile icon.
Admin users also have access to a dedicated Admin Center where platform settings such as questionnaires and service categories can be managed.

6. Next Steps

In other articles, we will explore the client overview in more detail and explain how to create and manage new customers on the platform.