📊 Do you need to involve your Sales people or Account Managers in your late payment collection process?

It is now possible to do it by creating them Agicap accounts, restricting access to CashCollect only, and using assignation feature in order to restrain access to their own portefolio only. 🎉

You can check below articles:

First go to the "Clients" tab, selected the clients, and click on "Assign internal users".

Then, select the related account manager among the list of users an confirm.

After above configuration, your Account Managers will be able to connect to Agicap CashCollect. They will only have access to their own clients in all tabs:

Therefore on their portfolio they are still able to:

💡 Good to know: If you have any questions, feel free to contact us on the chat, we can help you 😉