Agent Guide¶
Welcome to the guide for collection agents.
Available modules¶
| Module | Description |
|---|---|
| Dashboard | Statistics and performance indicators |
| My Clients | Viewing and managing your client portfolio |
| My Engagements | Tracking collection cases |
| Phase management | Transitions between phases 1 to 4 |
| Actions & Contacts | History of actions and contacts |
| Payment promises | Creating and tracking promises |
| My Profile | Personal settings and signature |
Agent permission matrix¶
| Action | Agent |
|---|---|
| View own client list | ✅ |
| Create an engagement | ❌ |
| Edit own engagements | ✅ |
| Log an action | ✅ |
| Create a payment promise | ✅ |
| Export | ❌ |