Adding or Updating Creditsafe Details to User Profile – User Guide
Introduction
As part of the Onboarding module in FibreCRM you can
conduct AML searches within the CRM via an integration with Creditsafe.
To do this you will need to add your Creditsafe details to the User profiles
who will be conducting the searches.
How to add/update Creditsafe details to a user profile.
To add Creditsafe details to a user profile first
navigate to your username in the top right hand corner and select Admin.
On the Admin page select User Management.
Then select the User you’d like to add the Creditsafe
details from the list of users.
In the User Profile select Edit from the Actions Menu.
*Note if you’re adding Creditsafe to your own profile
select Profile from the dropdown list from your username this will take you
straight to the Edit page of your User Profile.
In Edit Mode select the Creditsafe API tab.
The Creditsafe tab is where you’ll add the details. Once in
the tab go to the API Username field in the Live column and enter
the Username related to Creditsafe that this user will be using.
Once done click Save.
You can then check to see if the user details are
successfully working by selecting the Check Live API Connection option. Once
done click Save & Close.
Roles
To add Creditsafe details to a user profile first
navigate to your username in the top right hand corner and select Admin.
To add Creditsafe details to a user profile first
navigate to your username in the top right hand corner and select Admin.
To add Creditsafe details to a user profile first
navigate to your username in the top right hand corner and select Admin.
To add Creditsafe details to a user profile first
navigate to your username in the top right hand corner and select Admin.
