How to use the Credas Integration?

Pre-requisite: You need to be on the right subscription plan with Coastr to be able to see and use this feature. Please speak to your Account Manager for more info or email support@coastr.com.

Step 1: This integration has to be enabled at the organisation level. On the left-hand navigation menu, go to Settings and then click on Organisation. 

Step 2: Click on the Organisation Name to open and view the Organisation Structure. 

Step 3: Here, you'll see the 'Enable Identity Verification' toggle under the 'Bookings from Website/Customer Portals requires Approval' toggle. 



Step 4: Click on this toggle to enable it and then click on the 'Save' button to continue. 



Step 5: Now, there will be a new 'Identity Verification' button in the individual customer profile. Here, the Identity Verification Status will be pending by default. 



Step 6: Clicking on this button will send a Credas verification email to the customer. 

Step 7: Customer needs to click on the 'Continue' button on this email to begin the identity verification process. This process involves the customer taking a photo of their ID proof (Passport/National ID/DL) and then taking a selfie. 



Step 8: Once the customer has successfully completed this process, the customer profile in the Coastr web application will show the status as 'Action Required' or 'Verified'. 

Step 9: If you would like the customer to do the identity verification again then click on the 'Identity Verification' button → In the modal window (Showing Verification Status, Last Checked, Resend Verification email button). 

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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