Creditsafe features
- Kasia Jones (Unlicensed)
To link the Organisation to the Creditsafe - while creating/editing the Organisation click on ‘Link Organisation to Creditsafe-listed Company’ -> type in the company name (without spaces) -> click on ‘Find Company’ -> select an appropriate company from the list.
To unlink the organisation with Creditsafe you have to go to Organisations -> choose the organisation you wish to unlink with Creditsafe -> ‘Edit’ -> ‘Unlink Organisation with Creditsafe’.
In order for Creditsafe information to appear on the scorecard, you need to link the Organisation with the Creditsafe first and then click on ‘Request Company Report’ in the chosen Organisation page.
This requires a Creditsafe Token(s), and you will have a pop-up window that will ask for confirmation before using your Creditsafe Token.
In order to view full Creditsafe Report, you need to go to ‘Creditsafe Reports’ and choose ‘View Report’. This will charge you one more Token so in total to see full Creditsafe Report you will need two tokens. To view the report that you have already ‘paid for’ again, you don’t need to spend additional Tokens.
If you have requested multiple reports over time, they all will be accessible under Creditsafe Reports on the Organisation page.
Please note that by default you will have only UK Creditsafe search enabled on your portal.
Should you wish to have Creditsafe International search enabled, please contact the support team at support@rizikon.io and we can enable this for you.