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Side Navigation - What should my client expect once I add them as a client in Credit Repair Cloud?

Audience: Credit Repair Cloud users looking to understand what the next steps are after adding a client to their Credit Repair Cloud account.

Table of contents:

To start, make sure you have/complete the following:

What should my client expect once I add them as a client in Credit Repair Cloud? - Onboarding my client

To learn how to turn on the onboarding tasks for a client, please read this article:
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https://help.creditrepaircloud.com/en/articles/16777779-side-navigation-enable-and-customize-onboarding-tasks

  1. Your client will receive an email with the subject “Login Credentials for Secure Client Access.”
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  2. Upon accessing their portal, clients can set their password, sign the client agreement, and complete the Client Onboarding process.


    We highly recommend inviting your clients to download the Secure Client Access mobile app. https://help.creditrepaircloud.com/en/articles/15788144-getting-started-with-the-secure-client-access-mobile-app
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You can track your clients’ onboarding progress in their Dashboard, under the Progress section.

This section outlines each completed step, such as Login Details Sent, Agreement Signed, etc.

How can my clients download the Secure Client Access (SCA) App?

Your clients sign in with their existing Secure Client Access login — there is no separate account to create. There are two ways for them to get the app.

Option 1 — Automatic install prompt (recommended)

New clients are automatically prompted to install the app during onboarding, so you don’t need to do anything extra. To take advantage of this:

  1. Onboard your client as you normally would in Credit Repair Cloud.
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  2. When the client begins onboarding on their phone, they see a prompt to install the app.
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  3. The client follows the prompt, installs the app, and signs in with their Secure Client Access credentials.

Option 2 — Share the download link directly

You can also share the app with existing clients today. Send them the appropriate store link and ask them to sign in with their current Secure Client Access login:

  1. iOS: Download on the App Store at apps.apple.com/us/app/secure-client-access/id6758830031

  2. Android: Get it on Google Play at play.google.com/store/apps/details? id=com.crc.secureclientaccess

  3. Ask the client to open the app and sign in with their existing Secure Client Access email and password.

Tip: Add both the App Store and Google Play links to your onboarding emails and welcome materials so every client knows the app is available.

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