How do I manage my access in Kls Desk?

I would like to have access to the Kls Desk

Your entity is a Kls customer

• You need to create/manage transactions (as an Agent or Lead): Contact your manager or someone in the role of “Team Leader.” Only these individuals can grant you the appropriate creation rights. How Desk Kls Access Management work?
• You need to monitor operations managed in the tool by an Agent or Lead (guest lender view): follow the procedure described below in the section “Your entity is not a Kls customer.”

Your entity is not a Kls customer

Contact the operation manager directly: they can add you as a contact for the desired operation(s).

If one of your colleagues already has access to the operation, they can also add you as a contact. You will find the procedure in the section below: manage access to Kls Desk as a lender or borrower.

 

Manage access to the Kls Desk as a Lender or Borrower

If you are invited to an operation on the Kls Desk, you can share this access with colleagues of your entity.

All you need to do is access the Desk :

•  If you are a Lender, access your interface using the side navigation bar: “Debt Tracking” then “Operations”, "Participant".
• If you are a Borrower, you will go directly to the Client interface.

Click on the desired operation. In the operation details tab, click on “Administrative file and access management” at the top right of your screen.

On this new page, go to the “File access management” tab.

From here, you can add a new user via his/her email address.

If you wish to remove a user's access, on the same page click on “⋮”.
You will have the option to “Revoke access to the folder”. This action will archive the user in the “user no longer having access to folder” sub-tab.

This tab keeps track of all users who have ever had access to the file, and you can restore their access at any time.

How to update your Kls account information

Change the email address linked to your Kls account

A Kls account is tied to an email address, provided by the Agent or a colleague already listed as a contact for the transaction. Sometimes, your Kls account may be linked to an outdated email address.

If you need to update your email address, it must be changed for each transaction where you are a contact. You have two options: 

• Ask the Operation Manager (Agent) to add your new email address as the contact for your entity (and remove the old one)
• Update your email address yourself by logging in to your Kls account using your old email, manually adding your new email to the list of contacts, and then, once connected with the new account, removing your old email.

Change your password

You can change your password at any time using this reinitialisation link.

Update profile information

To change your name, first name, job title, or phone number linked to your Kls account, log in to the platform, open the sidebar, and click "Profile".

 

 

I've changed jobs, I no longer want to have access to the Kls Desk

If you no longer wish to have access to the Kls Desk, or to specific operations, you can : 

• Add someone who will take over the follow-up from you. He or she can then withdraw your access by following the procedure described above.
• Ask the operation manager (agent, operation leader) to remove you from the operation. We recommend that you provide the contact details of the new person in charge.

How do authorizations work when my entity is a Kls customer?

To find out how the authorizations of a Kls client entity work, go to the dedicated page.