Use CRED as a client company

Last updated: November 10, 2026

If you work on behalf of clients, you can view CRED as one of those client companies (or as a person). Fit scores such as Audience Fit are then calculated for that client, so you can prospect for them without leaving your own workspace.

Before you start

The companies you can switch to are set up for your workspace by CRED. Email support@credplatform.com with the client companies you want to use CRED as.

Where to find it

Click your profile avatar at the bottom of the left sidebar. If client companies are set up for your workspace, the menu shows a Switch account section (companies) and a Switch Person section (people).

Switch to a client company

  1. Click your profile avatar at the bottom of the left sidebar.

  2. Under Switch account, click the company you want to view CRED as. The page reloads as that company.

  3. To switch back, open the same menu and pick your own company.

Find a company that isn't in the menu (admins)

The menu lists your workspace's client companies. Admins can search the full set:

  1. Open the profile menu.

  2. Click the arrow next to Switch account to open Change company.

  3. Type the company name and select it. If there are many matches, the list shows the first results; keep typing to narrow it down.

Only companies set up for your workspace appear. If the one you need is missing, contact support.

Switch to a person

  1. Open the profile menu.

  2. Under Switch Person, click the person you want to view CRED as.

  3. Admins can click the arrow next to Switch Person to open Change person and search.

Credits

Switching company or person doesn't use credits. Anything you unlock or enrich while viewing as a client uses your workspace's credits as usual. See the Credit Consumption Table.

FAQs

I don't see Switch account in my profile menu.

No client companies are set up for your workspace yet. Contact support@credplatform.com.

I don't see the Change company arrow.

Only workspace admins can search for companies with Change company. Members can switch between the companies listed in the menu.

Does switching company change my data or lists?

No. Your lists, saved views and credits stay in your workspace. Switching only changes which company fit scores are calculated for.

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