Kolleno

You may be wondering whether Kolleno backs up data, and whether you, as a user, can access these backups.

What data does Kolleno back-up?

Setting up the platform with your company information

This article will go through the steps to assign customers to users and restrict their visibility to only these customers.

This article will go through what is displayed if you restrict users to only see the customers int he portfolios they are assigned to.

This article will go through what a Custom DNS is, its benefits and how to set it up for your Kolleno system.

Adding or amending signatures in Kolleno is quick and easy!

This article will explain colour contrast ratios on the customer portal

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

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

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

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

What are the different levels of view permissions?

This article will go through what the Kolleno demo email account is and how it will be used to send communications to your clients.

This article explains how to access personal settings in Kolleno and change your display name, notifications and password.

How to amend or update your company details on the platform

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

How can I remove/delete users from the platform?

Amending existing user viewer permissions on the platform

This article explains why you cannot delete users in Kolleno and go through the steps on how to make a user inactive.