Getting Started
Set up company settings, users, permissions, portfolios, and integrations.
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.
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.
Colour contrast ratios explainedThis article will explain colour contrast ratios on the customer portal
Managing Users in KollenoHow to add, edit, and manage user access in your Kolleno account
How to link & update bank account?Steps to link and update your bank account on the Kolleno platform
Connecting Your Email to KollenoHow to connect your email account to Kolleno for sending and receiving customer communications
Connecting a Phone Number in KollenoSet up call recording and redirection to track all customer communications
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.
Change the default currency on the dashboard
UK number - regulatory informationBusinesses using UK numbers must comply with Ofcom's KYC guidelines to avoid potential service disruptions.
How to Connect to Kolleno with Open AR Reports and SFTPPreparing and importing open invoices via PDF or CSV + SFTP connection
Suggestion FormThere is a feature you are thinking of? Share it with us!
How to Change Your Date Format in KollenoSet dates to UK, US or any other format
Setting Up Bank Accounts with different Legal AddressesAdd and customise multiple bank accounts across currencies and legal entities.
How to create & add an email signature to your email communications?Adding or amending signatures in Kolleno is quick and easy!
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 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.
How to change personal settings in Kolleno?This article explains how to access personal settings in Kolleno and change your display name, notifications and password.
How to amend company details after onboarding?How to amend or update your company details on the platform
Bank accounts for different currenciesI use different bank accounts for different currencies – How is this reflected in Kolleno?
Removing users from the platformHow can I remove/delete users from the platform?
How to amend existing user permissions?Amending existing user viewer permissions on 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.
Download an app for Two Factor AuthenticationSome apps recommended to use Kolleno Two Factor Authentication.
Enforce Two Factor Authentication for your usersEnforce 2FA set up for all users who have access to your company's data.
Add or remove a Two Factor Authentication deviceYou can manage your trusted devices for 2FA.
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Setting the Default Role for New Users via SSOSet default SSO user role (Admin, Member, Viewer). Contact Support to change from default Viewer.
Log in with Microsoft SSOAccess Kolleno quickly using your Microsoft 365 login