Your Credicorp account can have more than one user, so you don't have to share a single login across the finance team. An account administrator invites colleagues and chooses what each person can do.
Inviting a colleague
- Sign in and open the Users area within account settings
- Select Invite user and enter the colleague's work email address
- Choose the role that matches what they need to do
- Send the invitation; they confirm by following the link in their email
Invitations are personal to the email address you enter, so please make sure it is correct. An invitation that is not accepted within a reasonable period may expire, in which case you can simply send a new one.
Good practice
- Give each person their own login rather than sharing credentials
- Grant the lowest level of access that lets someone do their job
- Review your user list when people join or leave the business
Only people authorised by your company should be added. The account holder remains the company, and you are responsible for the actions of the users you invite. If you need help with the user list, our support team can talk you through it. To manage users, an administrator can sign in to your account and open the Users area.
For related account controls, see understanding user roles and permissions, removing a user from your account and keeping your account secure.
See also: Can I get a copy of my Business Loan Agreement?, Changing the main account administrator, Changing your communication preferences.