Introduction

As with many pieces of software you need to create 'users' for Credit Hound. This allows you to track who has done what.

Applies to

Credit Hound, Credit Hound Express for Sage 50

Process

Open Credit Hound Manager

Select Startup>Users

Use the New, Edit, and Remove buttons to manage the list of users

There are two types of user Full users and Business Intelligence users:

Full users
BI users
Generate reports
Yes
Yes
Review accounts
Yes
Yes
View Chase information
Yes
Yes
View their Home Page
Yes
Yes
Design letters and reports
Yes
Yes
Chase customers for money
Yes
No
Tag invoices with reasons for non-payment
Yes
No
Tag invoices with disputes
Yes
No
Write letters
Yes
No

You can only create as many users as you have purchased. If you’re using Credit Hound in trial mode you can create up to five Full Users and five Business Intelligence Users

Knowledge Base Article Details

Related Product
Credit Hound, Credit Hound Express for Sage 50
Reference Number
KBA-03-02-002
Document Date
07/04/2015
Original Author

Document Version
1.0
Last Updated 
20/08/2015
Update Author

Keywords
How-to, Add users, Edit users, set Credit Hound Passwords