Getting Started
Set up company settings, users, permissions, portfolios, and integrations.
47 articles
Company & personal settings
Set your company and personal preferences (currency, date format, profile settings) before you start working.
- How to Change Your Date Format in KollenoSet dates to UK, US or any other format
- Change the default currency on the dashboard
- How to amend company details after onboarding?How to amend or update your company details on the platform
- How to Change Personal Settings in KollenoManage your display name, notifications, and password settings.
Bank accounts
Add and manage bank accounts so payments and reconciliation work correctly across currencies and entities.
Email setup
Connect email so you can send and receive customer communications, including signatures and DNS configuration.
- Why Are My Emails Failing to Send? (Gmail/Outlook Daily Sending Limit Reached)Understand why emails stop sending after a large email blast and what your options are.
- How to create & add an email signature to your email communications?Adding or amending signatures in Kolleno is quick and easy!
- Connecting Your Email to KollenoHow to connect your email account to Kolleno for sending and receiving customer communications
- Emails sent and received via Custom DNSThis article will go through what a Custom DNS is, its benefits and how to set it up for your Kolleno system.
- What is the Kolleno Demo Email?This article will go through what the Kolleno demo email account is and how it will be used to send communications to your clients.
Phone setup
Set up calling features and understand number requirements for compliant outbound calling.
- UK number - regulatory informationBusinesses using UK numbers must comply with Ofcom's KYC guidelines to avoid potential service disruptions.
- Connecting a Phone Number in KollenoSet up call recording and redirection to track all customer communications
- Phone number for text message (SMS) is marked as invalidWhen an SMS is sent but Kolleno says it could not send because it is invalid.
Data import / initial integration
Import open AR and connect via SFTP to get your initial invoice data into Kolleno.
Users
Add and manage users so the right people can access your Kolleno workspace.
- Managing Users in KollenoHow to add, edit, and manage user access in your Kolleno account
- Removing users from the platformHow can I remove/delete users from the platform?
- Why is it not possible to delete a user?This article explains why you cannot delete users in Kolleno and go through the steps on how to make a user inactive.
User Permissions
Control what your team can do and view in the platform.
- 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
- How to restrict users to only see information about the customers in the portfolio they are assigned to?This article will go through the steps to assign customers to users and restrict their visibility to only these customers.
- Customer Portfolio Overview
- What will be displayed if you restrict users to only see the portfolios they are part of?This article will go through what is displayed if you restrict users to only see the customers int he portfolios they are assigned to.
- Filtering and Assigning Users to PortfoliosHow to filter and what screen to assign users to customer portfolios
- Bulk assign/unassign customers from a PortfolioHow to quickly and easily bulk manage customers
- One-Time Bulk Import of Customers into PortfoliosKolleno can assist with a one-time import of customers into portfolios via CSV on request.
- Export the List of Customers in a PortfolioLearn how to export a list of customers from a specific portfolio in Kolleno into Excel.
Security & SSO
Set up and manage Two Factor Authentication to secure your Kolleno account.
Tips & troubleshooting
Helpful platform tips, accessibility notes, and troubleshooting for common non-setup issues.
- What data does Kolleno back-up?You may be wondering whether Kolleno backs up data, and whether you, as a user, can access these backups.
- Opening Kolleno Tabs as New TabQuickly open Kolleno pages in a new browser tab using a simple shortcut.
- How Foreign Exchange (FX) Rates Work in KollenoKolleno retrieves and applies FX rates to ensure accurate multi-currency reporting.
- Troubleshoot Errors with Kolleno and Browser TranslationBrowser translation causing crashes and errors in Kolleno
- Colour contrast ratios explainedThis article will explain colour contrast ratios on the customer portal