Cyfrowe Wsparcie dla Kierowników ds. Kredytów
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Cyfryzacja procesów obsługi klienta
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AI & Cash Collection
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Management of users
»
What are the users roles?
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?
There are several user roles in
My DSO Manager
who do not grant the same access rights.
All the functions present in your company will be able to access the application, thus allowing you to involve all the stakeholders in
cash collection
.
List of user roles:
Administrator (
Administrator
), IT Administrator
: person responsible of the platform, in charge of the technical part.
Credit Manager (
Kierownik ds. kredytów
)
: key user, in charge of set-up and administration of the platform.
Collector (
Windykator
)
: main user of the tool, in charge of the
cash collection
.
Sales manager
(
Przedstawiciel handlowy
)
: main collector's support, privileged contact of your customers.
Sales administration (
Zarządzanie sprzedażą
), Financial controller (
Kontroler finansowy
), Executive officer (
Dyrektor
)
: those roles can view accounts
receivable
.
Guest (
Gość
)
: restricted access that only allows to consult the global view and reports.
Administrator
Credit manager
Collector
Sales manager
Sales administration
Financial controller
Executive officer
Guest
Global view
View all reports
Viewing a customer card
Access advanced search
Export customers and items search
Export reports
Export a customer account
Can be associated to a customer as contact
Can modify items
status
Can add comments
Can use most features of My
DSO
Admin - Manage collection scenarios
Admin - Manage credit limits validation
Admin - Manage users account
Admin - Manage payment roles
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 he
creates the user
by checking the box "Can upload data?".
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