How do I add or remove users on my Credicorp company account?

Q: How do I add or remove users on my Credicorp company account?

Account user management is handled under Settings → Users. Only users with the Administrator role can add, edit, or remove other users — standard users can view their own profile but cannot manage others. Adding a new user Select Invite user and enter their name and business email address Choose their role: Administrator (full access) or Standard (view and initiate drawdowns, no settings access) An invitation email is sent automatically — it expires after 48 hours if not accepted New users must complete an identity verification step before their access is activated. This typically takes a few minutes using their mobile device. Adjusting roles and permissions You can change a user's role at any time without removing and re-inviting them. Navigate to their profile in the Users list and select a new role from the dropdown. The change takes effect immediately. If your company has a Flex facility, you can also restrict individual users from initiating drawdowns without changing their overall role — this is configured under the user's Flex permissions tab. Removing a user Select the user and choose Deactivate. Their access is revoked instantly. Deactivated users are retained in your audit log so you have a record of actions they took while active — this cannot be deleted. If a user was the sole administrator, you must reassign the administrator role before deactivating them. We lend only to UK limited companies and LLPs, and the loan is to the company with no director personal guarantee. As business finance outside the consumer-credit regime, it is not covered by the Financial Ombudsman Service or FSCS.

Question

Accepted Answer

Account user management is handled under Settings → Users. Only users with the Administrator role can add, edit, or remove other users — standard users can view their own profile but cannot manage others.

Adding a new user

Select Invite user and enter their name and business email address
Choose their role: Administrator (full access) or Standard (view and initiate drawdowns, no settings access)
An invitation email is sent automatically — it expires after 48 hours if not accepted

New users must complete an identity verification step before their access is activated. This typically takes a few minutes using their mobile device.

Adjusting roles and permissions

You can change a user's role at any time without removing and re-inviting them. Navigate to their profile in the Users list and select a new role from the dropdown. The change takes effect immediately. If your company has a Flex facility, you can also restrict individual users from initiating drawdowns without changing their overall role — this is configured under the user's Flex permissions tab.

Removing a user

Select the user and choose Deactivate. Their access is revoked instantly. Deactivated users are retained in your audit log so you have a record of actions they took while active — this cannot be deleted. If a user was the sole administrator, you must reassign the administrator role before deactivating them.

We lend only to UK limited companies and LLPs, and the loan is to the company with no director personal guarantee. As business finance outside the consumer-credit regime, it is not covered by the Financial Ombudsman Service or FSCS.

See also: What happens to account access when a director leaves the company?, How do I set up alerts and notifications on my Credicorp account?