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Logging into Credit Workbench

Transcript

In this video, we’ll cover how to log in to Credit Workbench. From our homepage, creditworkbench.com, click the “Login” button in the top right-hand corner of the screen.

Alternatively, you can visit app.creditworkbench.com. From here, log in using your email address and password, or a temporary password that was emailed to you.

Click “Login.” If your organization has configured two-factor authentication, you’ll receive a text message code or an authenticator code to use for logging in.

If it’s your first time logging in, you’ll be prompted to enroll in this process. Once you’re logged in, you can manage your name, password, and any other two-factor settings by clicking your name in the top right-hand corner of the screen.

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Credit Workbench is the fastest and safest way to optimize your trade credit process. A modern, configurable credit application with secure e-signature and document collection will ensure that you have faster, higher-quality data during onboarding. Request a demo or start your free trial to learn how you can send your first online credit application in just 15 minutes.