• User Management

  To oversee user accounts and execute tasks such as editing, deleting, or adding users, please proceed as follows: Access the "My Organisations" section. Navigate to the "Users" tab. Initiate user invitations (they will receive an initial email followed by a second email for verification before gaining access). From there, you can edit, remove, or add users to the company profile. (htFew readers

• Customise your application.

  To edit you applicaions Access your Grantor Profile. Access your grantor profile Navigate to the Application Tab. Within the Settings section, you can modify certain basic preferences by selecting "Yes" or "No". Scroll down to "APPLICATION DOCUMENTS" and deactivate the "Use default document settingsFew readers

• System Email Notifications

  System Email Notifications You can manage who gets email notifications for the following: Return Address Application Notifications Pre-Legal Notifications Billing Notifications To add, remove, or modify your address, you must access your Organisation Profile. Click on My Organisation (https://storage.crisp.chat/userFew readers

• Risk Matrix

  Set Your Risk Matrix The risk matrix operates by segmenting your portfolio into specific risk segments, taking into account both the value of the account and the overall risk score determined by the system. The Risk Matrix score is calculated using a matrix that incorporates the account's Creditrisk score, ranging from high to low, on the x-axis, and the account's credit limit on the y-axis. Based on this evaluation, each account is assigned a score. A score of 1 indicates the highest levelFew readers

• Customising an application

  Application Settings If you would like to give the option of Credit Terms, you can set an "Allow Credit Terms Request". in the Application setting It is important to note that this only adds a request for credit terms and does not guarantee that they will be granted. To do this, please navigate to your Granter profile and the Application tab. Select from the options (https://storage.cFew readers

• User Roles

  User RolesFew readers