How to add subcontact in User Area on CREODIAS

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First, you have to be logged into CREODIAS.

Select Account Home in the dropdown “My Account” menu.

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You will be redirected into your Client Area. The next step is clicking “Update” in Contacts/Sub-accounts pane.

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You will see “Contacts/Sub-accounts” menu, with the form in which you will be asked for new contact personal data, such as name and adress, and the email address that will be used for logging in.

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After ticking a box “Tick to configure as a sub-account with client area access” you will be asked for granting privileges to your contact:

While setting up permissions is completed, you will be asked for creating and confirmation of the new password.

The last part of sub-account creation is “E-mail preferences” menu. Here you can choose, what kind of mails from our platform your contact will receive.

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After successful configuration, please confirm your choice by clicking Save Changes.

You can also add another sub-account or edit existing by selecting “Add new contact” or existing contact entry from “Choose Contact” orange bar.