Automatic Invite Reminders

You have the ability to set up to three automatic invite reminders (for both SMS & emails) so individuals who have not completed their Credas checks will receive reminders to do so. You can set-up/edit your automatic invite reminders by following the below steps:

1. Click into the 'Settings' tab in your portal. Please note this tab is permission based, if you do not have the ability to see your portals setting, please reach out to your admin user.

2. Click into 'Invite Rules'.

3. You will see the option to set up automatic invite rules at the bottom of the page, as can be seen below.

4. If you wish to edit the days the reminders are issued, simply just add/edit the days found in the below fields. You can have up to three reminders. You can also alter your reminders to just SMS or just email by unticking/ticking the relevant fields. 

5. Above this field is a setting called 'Invite rule', if you wish for your changes to apply to all checks moving forward, and checks already sent, you will need to tick this.

6. Once you have edited your settings, don't forget to click 'Save changes'! 

Individuals will now automatically receive reminders to complete their Credas check, if you wish to alter the wording within the SMS/email for the automatic invite reminders, please submit a branding request here.

If you wish to send a reminder to the individual outside of the three automatic reminders, you can resend the invitation to the individual by following the steps here.

Got any questions? 

If you have any questions please reach out to the Credas support team by contacting us here

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