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CRDPay Knowledge Base

How Can We Help You?

Find step-by-step guides, tutorials, troubleshooting resources and answers to your CRDPay questions.

Explore Help by Category

Browse organized technical topics, platform capabilities, and administrative workflows.

1 Article

Account & Security

Password recovery, multi-tenant database isolation, session security, and data privacy.

2 Articles

Billing & Subscriptions

Information on self-service tiers, Paddle Merchant of Record compliance, and custom Enterprise quotes.

1 Article

Branding & White Label

Technical instructions for configuring custom agency CNAME domains, automated SSL, and SMTP notifications.

3 Articles

Client Portal

Best practices for onboarding clients, configuring dedicated portals, and setting up secure guest access.

3 Articles

Client Requests & Approvals

Transform vague emails into structured production briefs and capture formal one-click client sign-offs.

2 Articles

Getting Started

Learn how to set up your agency workspace, configure branding, and invite team members.

3 Articles

Projects & Tasks

Structure your design sprints, manage milestone pipelines, and delegate tasks on Kanban boards.

1 Article

Team & Permissions

Manage specialist invitations, role-based access control, and workspace security boundaries.

2 Articles

Time Tracking & Reports

Everything you need to know about live task stopwatches, billable hours, and generating timesheet exports.

4 Articles

Troubleshooting

Quick self-service diagnostic guides for authentication errors, missing invitations, and file uploads.

Step-by-Step Tutorial Journey

New to CRDPay? Start Here.

Follow our recommended 7-step onboarding sequence to launch your agency command center, invite clients, and run productive delivery sprints.

Find Help by Your Role

Documentation tailored for agency leadership, creative specialists, and external client guests.

Agency Owner & PM

Governance, client workspace provisioning, milestone budgets, custom CNAME domains, and timesheet exports.

Team Member

Sprint task management, live stopwatch tracking, deliverable staging uploads, and internal discussion notes.

Client Guest

Reviewing deliverables, placing point-and-click pin comments, granting formal sign-offs, and submitting briefs.

Common Troubleshooting Topics

Immediate diagnostic resolutions for authentication, invitation deliverability, and file limits.

Login & Password Issues

Fix expired tokens, reset forgotten passwords, and resolve cookie conflicts.

View Troubleshooting Guide →

Missing Invitation Emails

How to resend onboarding invitations or copy direct activation links.

View Troubleshooting Guide →

File Upload Failures

Resolve storage quota limits, supported file types, and upload timeouts.

View Troubleshooting Guide →

Email Deliverability & SMTP

Configure SPF/DKIM DNS records and verify white-label SMTP settings.

View Troubleshooting Guide →

Custom CNAME SSL Delays

Diagnose DNS propagation and automated SSL certificate generation.

View Troubleshooting Guide →

Subscription & Billing Inquiries

Understand tax compliance, payment receipt downloads, and tier upgrades.

View Troubleshooting Guide →
Answers to Common Inquiries

Frequently Asked Questions

Still Need Help? We're Here to Assist.

Can't find what you are looking for in our documentation? Contact our specialist support team for technical, billing, or onboarding guidance.