_Documentation

Login

To log in to Credit Onboarding go to https://creditsafe.harbr.com

Harbr supports passwordless log in, a secure way to handle authentication through email. This is the recommended login method.

Simply choose Login with Email and check your email for the secure login link.

Company Profile

To setup a company profile navigate to the Company Profile menu item on the left-side of the page.

From here you can set up your Company Name, Primary Brand Color, and your Company Logo.

Primary Brand Color accepts all web standard notation for color, i.e. HEX, RGB, HLS, and default colors such as "steelblue", "gray", "red" etc.
Add a logo by uploading an image file. Choose file accepts all web standard image file types, i.e. JPG, PNG, SVG, etc.

Reports & Notifications

While active (abandoned) and completed applications are always accessible in your Dashboard, reports and notifications are sent to the emails listed under Distributions by default.

Distributions accept multiple email addresses separated by a comma (i.e. lender_demo@harbr.com, staff@harbr.com).
Abandonment Duration is the amount of time in minutes, after which an abandonment email will be sent to Distributions. The abandonment timer will begin once a user has started an application and resets each time a user progresses.

Customizing the app

You can customize most sections and fields in the Credit Onboarding application to suit your needs. Navigate to Edit Application .

To embed the application into your website(s) copy the code starting at the beginning <script> tag all the way through to the ending </div> tag and paste the code into your website wherever you want it to be displayed. The application will automatically resize and fit into the containing element it is inserted in to. Navigate to Preview Application to view what your user will experience.
Indicates that the corresponding field is hidden in the app. Click to toggle.
Indicates that the corresponding field is shown in the app.
Indicates that the corresponding field is not a required field in the app (the user does not have to fill it out).
Indicates that the corresponding field is a required field in the app (the user must fill it out).
If all fields within a section are hidden, the section will be skipped. The exception is that Section 1 (Applicant Information) and Section 5 (Trade References) cannot be skipped.

Customizing Legal: Terms & Privacy

Navigate to Customize Legal to customize your terms and conditions and privacy policy / terms of use backlink URL.

The contents of the large Terms & Conditions textarea will be displayed to the user on the Authorization regarding consent section of the Credit Onboarding application process.
Enter in the URL that you want to redirect the user to when clicking the terms and conditions backlink.
When enabled, the Require Signature Consent option will display a textbox where the user must type in their name to proceed.

Support

For technical support please contact us directly at: support@harbr.com

Please include your Account ID, which can be found in the Company Profile tab under Company Name.