User Management

User Management allows administrators to create, modify, and control user access to the DebtRecoup system.

Create a Collector, assign a manager, then enable only Process Payments and Add Account Fees.

Click to enlarge - User management interface showing all system users

Accessing User Management

1. Open Administration
2. In the Company section, select Users

User List

The user list displays:

Column	Description
Name	User's full name
Email	Login email address (username)
Role	User's assigned role
Created On	When the account was created
Last Seen	Most recent system access
Actions	Edit, Permissions, and Delete buttons

Creating New Users

To add a new user:

1. Click Add
2. Fill in the required information:

Click to enlarge - User creation and editing form

Field	Description
Role	Select the user's role (required)
Email	Login email address (required)
Name	User's full name (required)
Hourly Rate	For commission tracking
Goal	Performance goal amount
Bonus Rate	Bonus percentage
Manager	Assign to a manager (Collectors only)
Password	Set a password, or leave empty to send join email

3. Click Save to create the user

If you leave the password field empty, the user will receive an email invitation to set up their account.

User Roles

The add/edit user dialog supports four regular user roles. The user list may also show Root for root-level accounts.

Administrator

• Full system access
• Can manage all settings
• Access to all accounts and reports
• Can create and modify other users

Supervisor

• Access to administrative functions
• Can manage team performance
• View all accounts and reports
• Cannot modify system settings

Manager

• Access to management functions
• Can view team reports
• Oversee collector performance
• Can approve collector activities (if permission granted)

Collector

• Access to assigned accounts only
• Can process payments (if permission granted)
• Create notes and set callbacks
• No administrative access

Editing Users

To modify user information:

1. Find the user in the list
2. Click the Edit button (pencil icon)
3. Update the available fields, such as name, hourly rate, goal, bonus rate, manager, or password
4. Click Save

Role and email are set when the user is created. The edit dialog does not expose role changes, and the email field is read-only after creation.

User Permissions

Collectors and Managers have additional permission settings. The permissions button appears only on Collector and Manager rows.

Click to enlarge - Setting specific permissions for a user

Setting Permissions

1. Find the user in the list
2. Click the Permissions button (shield icon)
3. A dialog opens with available permissions:

For Collectors:

Permission	Description
Can Process Payments	Allow user to record payments
Can Add Account Fees	Allow user to add fees to assigned accounts
Can Delete Account Fees	Allow user to delete fees from assigned accounts
Can Send Emails	Allow user to send emails
Can Send Text Messages	Allow user to send SMS
Can Delete Phones from Source File	Allow user to delete phone numbers from file-source records
Can Delete Phones from Source External	Allow user to delete phone numbers from external-source records

For Managers (additional):

Permission	Description
Can Manage All Accounts	Allow manager to manage all accounts instead of only their assignment scope
Can Process Payments	Allow manager to process payments without supervisor approval
Can Add Account Fees	Allow manager to add fees within their assignment scope
Can Delete Account Fees	Allow manager to delete fees within their assignment scope
Can Send Emails	Allow manager to send emails without supervisor approval
Can Send Text Messages	Allow manager to send text messages without supervisor approval
Can Approve Collector Payments	Approve payment submissions
Can Approve Collector Communications	Approve emails/texts
Can Delete Phones from Source File	Allow manager to delete phone numbers from file-source records
Can Delete Phones from Source External	Allow manager to delete phone numbers from external-source records

4. Check or uncheck permissions as needed
5. Click Save

Deleting Users

To remove a user:

1. Find the user in the list
2. Click the Delete button (trash icon)
3. Confirm deletion in the dialog

WARNING

Deleting a user is permanent. Consider whether you need to reassign their accounts first.

Password Management

Setting a Password

When creating a user, you can either:

• Enter a password directly in the Password field
• Leave the password empty to send an email invitation

Resetting a Password

To reset a user's password:

1. Edit the user
2. Enter a new password in the Password field
3. Save changes

Best Practices

User Onboarding

1. Create account before employee start date
2. Assign appropriate role
3. Set permissions as needed
4. Either set temporary password or send email invitation
5. Assign manager (for Collectors)

Regular Maintenance

• Review user list periodically
• Remove access for departed employees promptly
• Audit user permissions regularly

Troubleshooting

User Can't Log In

• Verify the email address is correct
• Reset their password
• Check that the account hasn't been deleted

Email Already Exists Error

• Each user needs a unique email address
• Check if user already has an account
• Look for existing users with that email

What's Next

• Company Settings - Configure company information
• Client & Portfolio Management - Set up client access
• Audit Logs - View user activity