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Settings in Store My ID

Here we go through the settings in Store My ID, the platform your clients interact with.

Settings in Store My ID

In the admin center, a number of important email settings can be configured. Some of these are enabled by default by Creditro, but you have the option to customize them yourself.

One key feature is automatic email reminders to clients, which keep them informed of required actions throughout the KYC process.

Additionally, your company logo can be displayed on both the welcome page and in emails. A custom welcome message can also be added, and you can enable automatic renewal, so clients are reminded to revisit their information without manual intervention.

SMTP Settings

Another important feature in the admin center is the SMTP settings. These can be customized so that emails are sent from your own mail server instead of using Creditro’s default settings.

**Please note:** If you change the SMTP settings, Creditro will no longer be able to track sent emails. As a result, details such as the timestamp of the last email sent and bounce notifications will no longer appear in the system.

Editing Email Templates

Under the **Templates** tab, you’ll find all email templates sent to clients. The available templates include both Danish and English versions, all of which can be edited as needed.

The first invitation a client receives when they’re invited to the platform is titled “You have been invited to complete a Know Your Customer procedure.” In this email, dynamic data such as the client’s name and company information is automatically populated.

You can edit the text, add images (such as your own logo), create new text sections, and adjust font styles and sizes. Use the preview function to review your changes before saving.

Welcome Page

The last tab in the admin center is the Welcome Page. Here you can insert a custom message that clients see when they log into Store My ID. By default, it states that Creditro is working with you to handle the KYC procedure—but this can be edited.

Help and Support

If you have questions, Creditro's help center offers comprehensive guides and step-by-step instructional videos covering a wide range of platform features.

For additional help, you can contact Support via the chat function in the Admin Center.

We wish you the best of luck using Creditro’s Admin Center!