Table Configuration

Table Configuration

You are able to customise the main table you see within the individuals tab of your Credas Portal, as can be seen below. This is called table configuration. 

'Table Configuration' is available on a User-by-User basis, meaning any changes made to a person's account won't be reflected across all users.

The purpose of this feature is to either expand or limit the information provided in the 'Individuals' table (shown below).

1. To alter the current 'Table Configuration', select the 'Settings Cog' located to the top right of the screen.

2. Select 'Table Configuration' from the menu that appears. 

3. In the 'Table Configuration' wizard, the following section will be available to review:

• Details
• Documents
• Data Checks
• Journeys

Simply select or deselect the relevant checkboxes and when you are happy with your selection, click on 'Apply'.

Any changes made will be visible on the 'Individuals' tab.

Got any questions?

If you have any questions please reach out to the Credas support team by logging a support ticket using the 'Submit a Ticket' button at the top of the knowledge base.

We are committed to continually improving our support resources for you. We would greatly appreciate your feedback below to help us enhance your experience.