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?

Ron Danenberg

Matt Fox

Setting up the platform with your company information

Getting Started 

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

How to restrict users to only see information about the customers in the portfolio they are assigned to?

Customer Portfolio Overview

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

What will be displayed if you restrict users to only see the portfolios they are part of?

How to filter and what screen to assign users to customer portfolios

Filtering and Assigning Users to Portfolios

Customer portfolios 

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

Emails sent and received via Custom DNS

Adding or amending signatures in Kolleno is quick and easy!

How to create & add an email signature to your email communications?

This article will explain colour contrast ratios on the customer portal

Colour contrast ratios explained

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

Adding a user(s) to the platform

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

How to link & update bank account?

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

How to link email accounts?

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

How to connect a phone number?

What are the different levels of view permissions?

User 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.

What is the Kolleno Demo Email?

Change the default currency on the dashboard

Businesses using UK numbers must comply with Ofcom's KYC guidelines to avoid potential service disruptions.

UK number - regulatory information

Preparing and importing open invoices via PDF or CSV + SFTP connection

How to Connect to Kolleno with Open AR Reports and SFTP

There is a feature you need? Share it with us!

Ask for New Feature

Set-up

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

How to change personal settings in Kolleno?

How to amend or update your company details on the platform

How to amend company details after onboarding?

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

Bank accounts for different currencies

How can I remove/delete users from the platform?

Removing users from the platform

Amending existing user viewer permissions on the platform

How to amend existing user permissions?

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