Get in Touch
Get in Touch

Kuhlekt

Kuhlekt – Getting – Started

You will be provided with one Administrator user account, from which you can build your system. To get started, you will need to; • Create regions Upload data Create user accounts Then daily, you will need to. Upload data Kuhlekt either through automation or manually, in fact we can upload…
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Kuhlekt – About

Kuhlekt is a ‘Software as a Service’ (or SaaS) product, which helps your company in the task of efficiently managing orders through to credit collections and then cash at bank. It works by using debtor account data, and open item data from your backend system. Once the data is in…
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User – Set up – Assigned accounts (Regions / Collectors)

Accounts are assigned to users by assigning ‘Region / Collector’ combinations to the user. By assigning an account to a user, the user then has ‘ownership’ of the account and all the associated items. The user’s ‘Dashboard’ and ‘To-dos’ will only show data for accounts that have been assigned to…
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User – Set up

Name: This is the name of the user. The name must be unique. The name is used to ‘tag’ data records with the name of the person who created or modified the data. Email address: This is the email address for the user. The email address must be unique. The…
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User – Set up – Security

The security is managed by defining ‘Type’, ‘Scope’ and ‘Permissions’ for the users. There are 6 types of users. Administrator Used to setup and administered the system mandatory user in all environments Collector Manager Used to manage the collectors Collector    Used by collectors Account manager Used to assign an…
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User – Set up – Access

A User account needs to be created for each person to enable them to access the system. NB: Generic user accounts are not permitted, there must be one account for each person. An administrator can. Create new users Access and edit all users Edit all fields for a user Delete…
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