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Overview of the Creditro Comply Dashboard

This article provides a concise overview of the platform’s dashboard, as also demonstrated by Katrine in the onboarding video.

1. Login and Overview Page

When you log in to the Creditro platform, you land on the Creditro Overview Page — your central dashboard. It displays all customers registered on the platform and uses color-coded risk indicators so you can instantly track each customer's assessment status.Overview Page. This is your central dashboard where you can see all customers registered on the platform.

Color coding of customer status:
Creditro uses four color codes to show each customer's current risk assessment status:

  • 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.

2. Managing Risk Assessments

Creditro tracks each customer's risk assessment progress in two states — Incomplete and Completed:’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:

  • You can configure reassessment intervals of 2, 4, or 5 years per customer, typically aligned with their assigned risk level (e.g., shorter intervals for high-risk customers).

  • When the reassessment interval is reached, the customer is automatically prompted to update their questionnaire and any other required information. The responsible user is also notified to review and action the updated assessment.

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 a 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 the bell icon in the top-right corner. Notifications alert you to changes such as completed assessments or upcoming reassessment deadlines.

  • 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 the next articles, you will learn how to navigate the client overview in more detail, and how to create and manage customers on the Creditro platform.