Editing Users

Editing Users

To edit a user on the Credas platform, you will need to access the Admin Portal. To access it you need to click on the 'Portal' drop down within the header of your portal. You will then be presented with a drop down list. If you cannot see an option for 'Admin Portal', you do not have the relevant permissions and will need to speak to your administrator to add the relevant permissions.

If you would like to learn more about using the Admin Portal, please see our Admin Portal User Guide here.

1. Once you are in the Admin Portal, click on the user who you wish to edit.

2. You will be able to alter information such as:

• Email
• Forename
• Surname
• Mobile Number
• Adding them to a User Group
• Adding them to a User Role
• Editing their permissions
• Setting them to see their own invites
• Adding notifications 

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.