Add account representatives

Create account representatives and assign them to company portfolios. Representatives can be linked to accounts and documents and used for portfolio assignment and collection routing.

Steps

1. Select Settings from the Collections navigation header.
2. Select Representatives from the left menu.
3. Select Add new.
4. Enter the representative’s information:
   • A code or shorthand for internal reference - for example, first and last initials
   • Contact information
   • Notification language
   • Supervisor
5. (Optional) Assign the representative to a portfolio.
6. Select Save.

Edit or Delete Representatives

On the Representatives page you can see all the representatives you have created, their supervisors, and their portfolio assignments.

• To edit a representative: Select Edit, make your changes, and then select Save.
• To delete a representative: Select Delete, then confirm.

Warning: Changes made directly in Collections may be overwritten the next time Collections synchronizes with your accounting platform. When updating representatives, make changes in your accounting platform first and then push the updates to Collections.

Related Articles

• Create and Configure Portfolios in Collections
• Create and Edit Codes in Collections
• Manage User Settings in Collections
• About User Synchronisation

Need Help?

If representative changes are being reverted after saving, confirm that the same changes have been made in your accounting platform. Contact the Billtrust Support team for further assistance.