There are several user roles 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 roles:
- Administrator (Amministratore) : person responsible of the platform, in charge of the technical part.
- Credit Manager (Credit manager) : key user, in charge of set-up and administration of the platform.
- Collector (Responsabile del conto) : main user of the tool, in charge of the cash collection.
- Sales manager (Responsabile commerciale) : main collector's support, privileged contact of your customers.
- Sales administration (Amministrazione vendite), Financial controller (Controllore di gestione), Executive officer (Amministratore delegato) : those roles can view accounts receivable.
- Guest (Ospite) : restricted access that only allows to consult the global view and reports.
| Administrator | Credit manager | Collector | Sales manager | Sales administration Financial controller Executive officer | 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 MyDSO | | | | | | |
Admin - Manage collection scenarios | | | | | | |
Admin - Manage credit limits validation | | | | | | |
Admin - Manage users account | | | | | | |
Admin - Manage payment roles | | | | | | |
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?".