Administration Overview
The Administration section provides administrators and supervisors with tools to configure and manage the DebtRecoup platform.
Accessing Administration
Click the Administrator button (gear icon) in the top navigation bar. This opens the admin sidebar with all available functions.
Access Control
Administrative features are available to users with these roles:
- Administrator (ROLE_ADMINISTRATOR)
- Supervisor (ROLE_SUPERVISOR)
Managers and Collectors do not have access to the Administration section.
Administrative Areas
Company
| Section | Purpose |
|---|---|
| Info | Company name, contact details, working hours |
| Users | Create and manage user accounts and roles |
| Clients & Portfolios | Manage clients and their account portfolios |
| Audit Logs | View system activity logs |
Accounts
| Section | Purpose |
|---|---|
| Import | Import accounts from external files |
| Manage | Search and manage existing accounts |
| Status | Configure account status options |
| Custom Fields | Define custom data fields |
| Automation | Set up automated triggers |
Payments
| Section | Purpose |
|---|---|
| Manage | View and manage all payments |
| Processors | Configure payment gateways |
| Portal | Set up the debtor payment portal |
Communications
| Section | Purpose |
|---|---|
| Manage | View sent and received communications |
| Templates | Create email and text templates |
| Providers | Configure communication services |
| Settings | Email server configuration |
Getting Started
If you're new to administration, start with:
- Company Settings - Configure organizational information
- User Management - Set up user accounts
- Communication Settings - Configure email servers
Security Notes
Administrative actions affect all users and data in the system. Take care when modifying settings and review changes before saving.