Manage user settings in Collections
Manage Collections user settings and permissions from each user’s data page in Settings.
Navigation: Select Settings → Settings from the Collections navigation header, then select Users from the left menu.
Before You Begin
- Collections users must first be created in Billtrust before they can be managed here. See Add or Remove Users.
- You must be a system administrator to change user settings.
Steps
- Select Settings → Settings from the Collections navigation header.
- Select Users from the left menu.
- Select a user from the table.
Tip: Sort the table by selecting column headers and use the search field to quickly find users by name.
- Make your changes - see the Settings Reference below for descriptions of each category.
- Select Save.
Settings Reference
| Category | What You Can Change |
|---|---|
| Login data | Avatar, login ID, password, and function |
| User assignment | Link the user to companies and/or portfolios (groups of accounts) |
| Contact data | Name and telephone numbers |
| Display options | System language, CSV delimiter, time zone, date and time formats, and currency |
| User permissions | Enable or disable access to dynamic reports, cases (disputes), and credit review |
| Mailbox settings | Enable or disable mailboxes, set a default mailbox, configure email behaviour, and edit the message signature |
Note: Changing the Function field in Login data requires configuration by the Billtrust Support team. Submit a support case to enable this capability.
Related Articles
- Edit Company Details in Collections
- Configure Credit Review Users
- About User Synchronisation
- Add or Remove Users
Need Help?
If a user is not appearing in the Users table, confirm that they have been created in Billtrust first. Contact the Billtrust Support team for further assistance.