User Permissions
Control what your team can do and view in the platform.
12 articles
- Levels of User PermissionsWhat are the different levels of view permissions?
- 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 AssignmentsPortfolio assignments are permission-based. Only users with the Admin role can modify them. Members have view-only access.
- How to amend existing user permissions?Amending existing user viewer permissions on the platform
User Groups
User Groups
- 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.
- User Groups: Managing Permissions in BulkCreate User Groups to control feature access and customer data scope for multiple users at once, without editing each user individually.