iDebts.eu knowledge base

In order to use collecting system effectively and efficiently, it is necessary to create and set up user accounts for collection agents who will be using the system.

Before removing a user from your system, it is important to ensure that all of their debtor portfolio has been allocated to another collection agent. This will ensure that there are no disruptions in the collection process and that all debts are properly accounted for.

• Identify the user you wish to remove and gather all necessary information about their debtor portfolio.
• Allocate the user's debtor portfolio to another collection agent(s). This can be done through your debtors's allocation tool or by manually transferring the debtors to another agent one by one.
• Once the debtor portfolio has been successfully transferred, you can proceed with removing the user from your system.

  Here is an path to remove user:

  • Go to System settings
  • Press Users in Company policy block
  • Press Trash can sign near agent
  It is important to note that removing a user should be done with caution and care. Make sure to thoroughly review the process and double-check that all necessary steps have been completed before proceeding with the removal.