Credit Managers' Digital Empowerment
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Various questions
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Management of users
»
How to manage users?
In
My DSO Manager
, for the customized versions, it is possible to create an unlimited number of users.
There are three user categories : the « active
», the « inactive
» and the « multi-entities
» for accounts using a Multi-Entity platform.
1. The
active
user
The « active » user will be able to
connect
directly to the
entity in which you created him
and only to it, using his own username and password.
To create this type of user, from the relevant entity, go to Admin, Manage Users, and click « Add New User ».
Fill in the necessary elements, define a
role
and check
« Yes »
in the « Active account » in order to define an identifier so that the user can connect to
My DSO Manager
.
→ For more information on
roles
:
What are the user profiles?
Once clicked on "+ Add",
the user automatically receives an email
from
My DSO Manager
informing him of the creation of his account, giving him his
login ID
and inviting him to create his own
password
.
We recommend using a
complex password
containing numbers, upper and lower letters and special characters
The user must carry out this operation within a
maximum period of 30 days
. Beyond this period, his account will be automatically
inactivated
.
Your user is now visible in the list, and will be able to connect once he has created his password from the email received. If necessary, you can click on the message visible under their email
address
to generate a new password creation request.
2. The
inactive
user
This category of users allows you to quickly add this person as a copy of an email, send him an
interactive internal email
, and also
associate him with one or more customer accounts
.
Associating a colleague with a client allows you to filter your accounts and reports using this criteria.
The creation logic is identical to that of the
active users
, but by ticking
« No »
to the question "Active account?".
3. The
Multi-Entities
user
The « Multi-Entities » user will be able to
connect to the Multi-Entities platform
of
My DSO Manager
using his own login and password, and
access one or more of your entities
→ For more information on the « Multi-Entities » user:
How to manage users of your Multi-Entities accounts?
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