Getting Started

Setting up the platform with your company information

11 articles in this collection
Written by Moza Ugumba

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

Different Currencies or bank accounts

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