Skip to main content
CredNet

Organization Setup

What you'll accomplish

This guide takes you step by step through adding your organization's essential information, uploading your organization's logo so your branding is accurately represented, and configuring your notification settings to receive weekly compliance summary emails. By the end, your organization profile will be complete and you will stay informed on compliance without extra effort from your team.

WhereAccount avatarSettingsOrganization

Welcome. This is your starting point for setting up CredComply, the CredNet admin portal. The articles in this section provide clear guidance to help you configure your portal and get the most out of the platform from day one.

The Settings page on the Organization tab with organization information fields
Organization settings live under your account avatar: Settings, Organization tab.

Open your organization settings

Your organization details and notification preferences live in Settings, which you reach from your account avatar.

  1. Select your account avatar in the top bar of CredComply.
  2. Choose Settings from the menu. The Organization tab opens first.

Add your organization information

The Organization tab holds the details that identify your organization across CredComply.

  1. Enter your organization name and email.
  2. Add your address, including city, state, and ZIP.
  3. Select Save changes to store your updates.

Upload your organization logo

Adding a logo keeps your branding accurately represented for every admin who signs in.

  1. On the Organization tab, select Upload organization logo.
  2. Choose your logo file to add it to your organization profile.

Turn on weekly compliance summaries

CredComply can send you a weekly email summarizing your organization's compliance status, so you stay informed without checking the dashboard every day.

  1. In Settings, open the Notifications tab.
  2. Turn on the Receive weekly organization compliance summary emails toggle.

You can return to this toggle at any time to turn the summaries off.

Organization Information Successfully Added!

Your organization's information has been successfully added to the system. This means that all the relevant details you provided have been recorded and stored accurately. You can now proceed with using the features and services associated with your organization within our platform. If you need to update or modify any of the information in the future, you will have the option to do so through your account settings. Thank you for providing your organization's details and welcome aboard!

More in Setting up your organization

Need a hand with this one?

If a step does not look like your screen, tell us what you are seeing and we will walk through it with you.

Emailhelp@credentialnetwork.com

Monday to Friday, 9am to 5pm PT. We typically reply the same business day.