Getting Started

Setting up the platform with your company information

12 articles in this collection
Written by Irina Anichshuk and Moza Ugumba

Customer Portfolio Overview

Written by Irina Anichshuk
Updated over a week ago

Set-up

How to add a signature to emails?

Adding or amending signatures in Kolleno is quick and easy!

Written by Moza Ugumba
Updated over a week ago

Colour contrast ratios explained

This article will explain colour contrast ratios on the customer portal

Written by Moza Ugumba
Updated over a week ago

Adding user to the platform

How to add users to the platform and amend user viewer permissions

Written by Moza Ugumba
Updated over a week ago

How to link & update bank account?

Steps to link and update your bank account on the Kolleno platform

Written by Moza Ugumba
Updated over a week ago

How to link email accounts?

Linking an email address to the platform is a simple process all you need is the email login details and password.

Written by Moza Ugumba
Updated over a week ago

How to connect a phone number?

Instruction on how to set up recording of all incoming and outgoing calls.

Written by Moza Ugumba
Updated over a week ago

User Permissions

What are the different levels of view permissions?

Written by Moza Ugumba
Updated over a week ago

FAQ

How to amend company details after onboarding?

How to amend or update your company details on the platform

Written by Moza Ugumba
Updated over a week ago

Bank accounts for different currencies

I use different bank accounts for different currencies – How is this reflected in Kolleno?

Written by Moza Ugumba
Updated over a week ago

Removing users from the platform

How can I remove/delete users from the platform?

Written by Moza Ugumba
Updated over a week ago

How to amend existing user permissions?

Amending existing user viewer permissions on the platform

Written by Moza Ugumba
Updated over a week ago