Credit Managers' Digital Empowerment
PT
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Conexão
Demonstração
PT
Brazilian
Chinese (Simplified)
Croatian
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Início
Desafios
Digitalizar a relação com os clientes
Melhorar o DSO e a tesouraria
Gerir o risco de cliente
Consolidar os seus dados de Grupo
Saldo devedor dos clientes: desafios e definição
AI & Credit Management
AI & Cash Collection
Implementação
Referências
Serviços
Conselho
Treinamento
Recursos
Tarifas
Atualidades
Todas as atualidades
Atualidades My DSO
Depoimentos
Blog da Gestão de Crédito
Empresa
Quem somos?
CSR (Corporate Social Responsability)
Demonstração
Conexão
Carregando...
Carregando...
Ajuda online
Várias perguntas
Definições
Dicas
Pesquisar
Se tem perguntas, contate-nos
Management of users
»
How to manage users?
Translate this page to
Português
?
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 user
s, 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?
← Voltar
: Ajuda online » Várias perguntas
OK