Manage user settings in Collections

Manage Collections users' settings and permissions by accessing their user data pages.

Before you begin

• To manage Collections users, you must first create them in Billtrust. Learn more

• You must be a system administrator to change user settings.

Instructions

1. In the Collections navigation header, select Settings > Settings.

2. Select Users from the left menu.

3. Select a user from the table.

   • Tip: Sort the table by selecting column headers and use search to quickly find users by name.

4. Make any of the following changes:

   • Login data: Change the user's avatar, login ID, password, and function

   • User assignment: Link the user to companies and/or portfolios (groups of customers)

   • Contact data: Update the user's name and telephone numbers

   • Display options: Change the 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 behavior, and edit the message signature

5. Select Save.