Online help
Security settings »
How to restrict access for some users roles?
My DSO Manager is used in all types of companies, from microbusiness to multinational company in more than 60 countries.
Depending of the structure, it may be necessary that not all informations are accessible to different users, especially if the collection management is outsourced. It is possible to reduce the viewing scope of some roles so that they can only access to their clients portfolio.
These options are configured by the administrator in the tab Admin: Secure my account and users
Do not hesitate to consult our tutorials to assign a collector to a customer or associate a colleague to your customers!
Depending of the structure, it may be necessary that not all informations are accessible to different users, especially if the collection management is outsourced. It is possible to reduce the viewing scope of some roles so that they can only access to their clients portfolio.
These options are configured by the administrator in the tab Admin: Secure my account and users
Do not hesitate to consult our tutorials to assign a collector to a customer or associate a colleague to your customers!
Those changes impact the entire platform and users. If some « Collector » must keep a global vision, they will have to be promoted « Credit manager ». More informations on the different roles are available here.
← Back : Online help » Various questions