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Getting Started
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