RO
Brazilian
Chinese (Simplified)
Croatian
Czech
Danish
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Autentificare
Demo
RO
Brazilian
Chinese (Simplified)
Croatian
Czech
Danish
Deutsch
Dutch
English
Español
Français
Italiano
Japanese
Polski
Português
Romanian
Swedish
Turkish
Acasă
Provocări
Digitalizați relațiile cu clienții
Îmbunătățiți DSO-ul și fluxul de numerar
Controlați riscul clienților
Consolidați datele dvs. de grup
Creanțe restante : provocări și definiție
IA & Credit Management
IA & Recuperarea creanțelor
Electronic Invoicing and Collection
Configurare
Referințe
Servicii
Integrare client
Instruire
Resurse
Tarifele
Actualități
Toate actualitățile
Actualități
My DSO Manager
Testimoniale
Blog Credit Management
Societate
Cine suntem
CSR (Responsabilitate Socială Corporativă)
Demo
Autentificare
Se încarcă...
Se încarcă...
Ajutor online
Diverse întrebări
Definiții
Recomandări
Videos
Căutare
Dacă aveți întrebări, contactați-ne
Management of users
»
What are the users roles?
Translate this page to
Romanian
?
There are several user
rol
es 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
rol
es:
Administrator (
Administrator
), IT Administrator
: person responsible of the platform, in charge of the technical part.
Credit Manager (
Manager de credite
)
: key user, in charge of set-up and administration of the platform.
Collector (
Responsabil de recuperare creanțe
)
: main user of the tool, in charge of the
cash collection
.
Collector partitioned
: A collector with the same permissions as a standard Collector, but restricted to the customers to whom they are assigned.
Sales manager
(
Manager de vânzări
)
: main collector's support, privileged contact of your customers.
Sales administration (
Administrarea vânzărilor
), Financial cont
rol
ler (
Cont
rol
or de gestiune
), Executive officer (
Director
)
: those
rol
es can view accounts
receivable
.
Resolver
: User dedicated to managing specific follow-up actions and handling disputes. This
rol
e allows the user to intervene on actions for which a
resolver
has been defined. The
resolver
can only access actions where a
resolver
is assigned and is responsible for their follow-up, update, and resolution.
Guest (
Invitat
)
: restricted access that only allows to consult the global view and reports.
Administrator
Credit manager
Collector
Sales manager
Sales administration
Financial cont
rol
ler
Executive officer
Resolver
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
rol
es
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?".
← Înapoi
: Ajutor online » Diverse întrebări
OK