To allow someone in your business to access your company's ezyCollect account, you should add them as a User. 

Users can login to ezyCollect and perform actions based on their user status. 

  1. Login to ezyCollect and click on the Users tab from the left menu. The user page will appear.
  2. Click the Add New User button on the upper right corner of the page. An Add User page will pop-up. 
  3. Fill in the fields with username, password, first name, last name, email address, and contact number (optional).
  4. Then  choose the user type from a drop down menu: Manager, Standard, or Call Center. 
  5. Scroll down and make sure that all these items are ticked: send alerts to, call summary notification, debt collection alerts.
  6. In the Status field, choose enable. 
  7. Click Create User and voila! you have successfully added a new user. 

Please also note your ezyCollect license have limited number of users. If you need more users in your account, please contact our CS team on customersuccess@ezycollect.com.au 

Did this answer your question?