Adjust administrative settings
As a master user of Credendo Online, you have access to a range of admin settings to manage your colleagues’ profiles.
You can:
- create a new delegate user;
- add and remove delegate users for your policy;
- manage the authorisations of users for this policy; and
- activate or deactivate notifications for these users.
You can reach the ‘admin settings’ page via your profile button on the right of the top navigation bar.
Click on ‘admin settings’ to reach the ‘admin settings’ page.
In the centre of your screen, you’ll find an overview of the user contact details for the policy for which you are the master user.
To add a new user to your policy, simply click on the ‘add new’ button on the top right of the page.
Next, fill in the e-mail address of the new user and click continue to check if this user already exists in Credendo Online.
If the user already exists, you will get a message detailing how you should proceed. If not, you will proceed to the ‘admin settings’ detail page.
Here, you can:
- fill in the contact information for the new user; and
- create the relationship with one of the insured under the policy.
This relationship is only needed for technical reasons and does not influence the actual authorisations that are granted in the next step.
Click on ‘add’ to save your changes.
Press the button ‘next step’ to finalise the creation of the new user and proceed to the ‘grant authorisations’ page.
On this page, you can give the new user specific authorisations in 3 simple steps.
Step 1:
Click on the drop-down menu under ‘allowed action’ to get an overview of the different authorisation rights.
From this list you can choose:
- general catch-all options, such as ‘manage all’ or ‘read all’; or
- authorisations for specific sections, such as ‘manage risk acceptances’ or ‘read risk acceptances’.
The flexibility of the Credendo Online application lets you customise these authorisations as you wish.
Step 2:
Select under ‘insured’ to which insured these authorisations will apply.
In the drop-down menu, you can choose a specific insured, or all of the insured under the policy.
Please keep in mind that your choices will be limited to your own rights as a master user.
Step 3:
Tick the box under ‘receive notifications’, if you want the user to receive automated e-mail notifications that are linked to the authorisations and insured you have chosen in the previous steps.
Untick the box to deactivate these notifications.
Finally, click the ‘add’ button to finalise your changes.
You can check the new user profile on the ‘admin settings’ overview page.
To edit the details of the profile you created, click the user’s name.
On the detail page of the user, you can review the user’s information, or edit it by
- clicking the ‘edit’ button on the top right,
- or directly choose the ‘edit’ button on the overview page.
Do you have further questions? Do not hesitate to reach out to the Helpdesk or your Account Manager for additional support.