Administration Overview

The Administration section provides system administrators and managers with comprehensive tools to configure and manage the DebtRecoup platform. This area is restricted to users with administrative privileges and contains critical system settings that affect all users.

Key Administrative Areas

Company Management

Configure your organization's basic information, manage working hours, and maintain company details that appear throughout the system.

User Management

Create and manage user accounts, set permissions, assign roles, and control access to different parts of the system.

Client & Portfolio Management

Manage client relationships and portfolio assignments, controlling which collectors have access to specific debt portfolios.

Account Management

• Import: Bulk import new accounts from external systems
• Manage: Search, update, and maintain existing accounts
• Status Configuration: Define and customize account statuses
• Custom Fields: Create organization-specific fields for tracking additional data

Payment Management

• Manage Payments: View and manage all payment transactions
• Payment Processors: Configure payment gateways and processing options

Communication Management

• Manage Communications: Oversee all system communications
• Email Templates: Create and maintain email templates for automated messaging
• Communication Settings: Configure email servers and communication preferences

System Monitoring

• Audit Logs: Track all system activities and changes for compliance and security

Access Control

Administrative features are only available to users with the following roles:

• System Administrator
• Company Administrator
• Manager (limited access)

Security Considerations

Important

Administrative actions can affect all users and data in the system. Always:

• Double-check settings before saving
• Test changes in a controlled manner
• Document significant configuration changes
• Review audit logs regularly

Getting Started

Navigate to the administration section by clicking the settings icon in the top navigation bar. You'll see a sidebar menu with all available administrative functions organized by category.

Each section contains detailed instructions and explanations of available options. If you're new to administration, we recommend starting with:

1. Company Settings - Configure basic organizational information
2. User Management - Set up user accounts
3. Communication Settings - Configure email settings

Best Practices

• Regular Reviews: Schedule monthly reviews of user access and permissions
• Documentation: Keep notes on custom configurations and why they were implemented
• Training: Ensure all administrators understand the impact of their actions
• Backups: Always backup data before making bulk changes
• Testing: Use test accounts to verify changes before applying them system-wide

Need Help?

If you need assistance with administrative functions:

• Check the detailed documentation for each section
• Contact your system administrator
• Reach out to DebtRecoup support for technical assistance