User Permissions
Control what your team can do and view in the platform.
14 articles
- Levels of User PermissionsWhat are the different levels of view permissions?
- Audit Logs Access PermissionControl which users can see the audit logs on customer records.
- Reconciliation Access PermissionControl which users can access Reconciliation in Kolleno.
- Collector Tasks Access PermissionsLearn how to access Collector Taks and limit access to certain team members.
- Bulk Communication Access PermissionsSet which users can use Bulk Communication in Kolleno
- Workflows Access PermissionsSet who can access workflows automation in Kolleno
- Templates Access PermissionsRestrict who can access templates
- Reporting Access PermissionsLearn how to access Kolleno reports and provide access to certain team members
- Payment Access PermissionsRestrict who can see Payments
- Who Can Change Portfolio AssignmentsAdmins can always change portfolio assignments. Members can add customers to portfolios when an Admin turns on the Add customers to portfolios permission.
- How to amend existing user permissions?Amending existing user viewer permissions on the platform
- Manage Tags PermissionControl which users can add or delete tags in Kolleno, preventing accidental changes that could break workflows.
- Chasing (Customers & Invoices) PermissionControl which users can toggle chasing on or off for customers and invoices, preventing accidental disruption to your collections process.