Online help

Management of users » What are user profiles?

There are several user profiles in My DSO Manager who do not have the same access rights.

All the functions present in your company will be able to access the application, thus allowing you to mobilize all the stakeholders in debt management and recovery.

List of user profiles:

  • Administrator : person responsible of the platform, in charge of the technical part.

  • Credit Manager : key user, in charge of set-up and administration of the platform.

  • Collector : main user of the tool, in charge of the cash collection.

  • Sales manager : main Collector's support, privileged contact of your customers.

  • Sales administration, Financial controller, Executive officer : those roles can view accounts receivable.

  • Guest : restricted access that only allows to consult the global view and reports.


 AdministratorCredit managerCollectorSales managerSales administration
Financial controller
Executive officer
Guest
Global view
View all reports
Viewing a customer card
Access advanced search
Export reports
Can be associated to a customer as contact
Export a customer account
Can modify items status
Can add comments
Can use most features of MyDSO
Admin - Manage collection scenarios
Admin - Manage credit limits validation
Admin - Manage users account
Admin - Manage payment profiles
Admin - Manage item status
Admin - Can import data files
Admin - Secure my account and user accounts
Modify company's informations

« No » as default, can be changed by administrator

The rights to import data with Smart Upload module are defined by the administrator when hecreates the userLink by checking the box "Can upload data?".

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