September 9, 2022
Last updated
Last updated
Consumer Payments
Admins can see consumer historical and scheduled payments in real-time within the app. They can leverage the search feature to locate specific transactions.
Easily locate consumer account numbers with the search field
Clear visibility into the details of scheduled payments
Hover over the status to see how many occurrences are scheduled
Identify the payment type: driven by consumer or by an agent
Identify the payment method: Credit, Debit, or ACH
Add a consumer transaction directly in the "Payments" tab without having to navigate back to the individual's message board.
You can now easily monitor, provide, and revoke access to users within your organization.
Assign different members of your team the necessary provisioning access by clicking on the
Admin | Access to all Kredit features
Manager | Limited access to payments reporting
Agent | Limited access to payments management, and no access to editing teams
In addition to provisioning levels, you can easily add or delete team members from the platform.
Click the "Add a team member" button, enter the team member's email and send the invite
Monitor agent onboarding to the platform through the Pending Invites tab
Team members can quickly see their recent activity upon logging in, create a payment for a consumer, or invite a consumer to the platform.
The navigation pane supports the key activities of team members.
