The Credicorp portal can grant access to multiple directors and authorised members of your finance team. If a new person cannot sign in, work through these steps.
Step 1 — Check whether they have been invited
Portal access is not automatic for company directors — it has to be granted explicitly by an existing portal administrator on your account. Sign in as an existing admin user and go to Settings → Users & access to check whether the new person's email address appears.
Step 2 — Send or resend the invitation
If the person does not appear in the user list:
- Go to Settings → Users & access → Invite a user.
- Enter their email address and select their access level (full access or view-only).
- An invitation email is sent immediately. It expires after 48 hours — if they did not act on it in time, resend it from the same page.
Step 3 — Check they are using the correct email address
The invitation is tied to the specific email address it was sent to. If the new user is trying to sign in with a different email, they will see an "account not found" message. Ask them to check which address the invitation was sent to.
Step 4 — If they see an error after clicking the invitation link
Invitation links expire after 48 hours and are single-use. If they clicked the link but the page showed an error, resend the invitation from Settings → Users & access. Make sure they click the link directly (not copy-paste) and use a supported browser.
If you are the only admin and you are locked out
If you cannot access the portal yourself to add users, see I cannot sign in to my account first to restore your own access, then invite the new director afterwards.
If you need to add a director who is also a loan signatory
Adding a director to the portal does not change the loan agreement signatories. If you need to change who is authorised to take actions on the agreement itself (for example, after a change of directors), contact us — this may require an amendment to your facility terms.
See also: Managing access and roles for your team, I cannot sign in to my account, I cannot update my email address on the portal.