Welcome to the CreditXpert Platform! We're glad you're here. This guide will take you through important steps for administrators who are just getting started.
Setting up
We recommend you start by configuring your company settings.
Managing branches
After you've configured your company settings, learn about how branches can help you keep your company organized.
Managing users
After you've configured your company settings, learn about user roles and how to invite new users to your company.
- Manage Users - Page Overview
- Overview of user roles and permissions
- Inviting new users
- Bulk uploading users
- Assigning applicants to users
Getting help
CreditXpert users can access the Help Center at any time, directly through the CreditXpert Platform.
If you need more help, please create a support ticket through the Help Center, and a member of our Support team will contact you.
Next steps
We covered a lot, but we hope you feel ready to activate your company after completing this guide! If you want to learn more, we recommend the following articles to help you better support your team.