Approving or Rejecting an Individual
'Approving' and 'Rejecting' an 'Individual' is a manual validation feature set per 'Individual', thus giving you the ability to finalise their status if you are happy or unhappy with the returned results.
1. From the 'individuals' tab, find the 'Individual' you would like to 'Approve' or 'Reject' from the table by either scrolling down the list or searching for them by name, phone number or address.
2. Located to the right of an 'Individual' is the ellipsis (three dots) and selecting this will produce a drop down menu where you can select either 'Approve' or 'Reject'. In doing so, the 'Individual's' status will be altered accordingly.
The 'Status Result' can be viewed on the 'Individual's' table if 'Approval Status' is set in up 'Table Configuration'. *For more information on 'Table Configuration', please click here.
You can also view the 'Status Result' by clicking on the 'Individual' in question and navigating to the 'User Details' tab.
If you would like to alter the 'Approval Status' further
Got any questions?
If you have any questions please reach out to the Credas support team via our website or sending an email to clientonboarding@credas.com.
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