You can give other people access to your Credicorp portal — for example, a fellow director, your finance manager, or a bookkeeper who needs to download statements. You can also remove access when someone leaves the company. Here is how to do both.
Who can manage users
Only portal administrators can add or remove users. If you are not sure whether you have admin rights, go to Settings → Users & access — if you can see the Invite a user button, you are an admin.
Adding a new user
- Sign in at clients.credicorp.co.uk/login.
- Go to Settings → Users & access.
- Select Invite a user.
- Enter the new user's email address and select their access level:
- Full access — can view all account information, request drawdowns, submit forms, and manage account settings.
- View only — can view account data, download statements, and read transaction history, but cannot take actions that change the account.
- Select Send invitation. An email is sent immediately. The invitation expires after 48 hours — if the recipient does not act within that window, resend it from the same page.
- The new user will click the link in the email, set a password, and complete any required sign-in setup (including two-factor authentication). Once done, they appear in the active user list.
Removing a user
- Go to Settings → Users & access.
- Find the user in the list.
- Select Remove access (or Revoke) next to their name.
- Confirm when prompted. Their access is revoked immediately — they will be unable to sign in from that point forward.
Removing a user does not delete their account history or any actions they took while they had access. All historical transactions and audit logs are preserved.
Changing a user's access level
If you want to change a user from full access to view-only (or vice versa), find them in Settings → Users & access and select Edit access. The change takes effect immediately on their next page load.
If a director leaves the company
Remove their portal access immediately by following the remove-user steps above. If they were the only admin, contact us — we can help designate a new admin without losing account access.
See also: A new director cannot access the portal, Managing access and roles for your team, Account access after a director leaves.