Modify Subscriber Settings of Debtor Conversations

Use the Debtor conversation tab under the Debtor list submodule to modify the subscriber settings of conversations with selected debtors.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To modify the subscriber settings of a debtor conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the debtor conversation that you want to modify the subscriber settings of.
  3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
  4. Click the List tab and highlight the debtor with the conversation that you want to modify the subscriber settings of.
  5. Click the Debtor conversation tab.
  6. Click Show the conversation options and select Subscriber settings.
  7. In the Subscriber settings dialog box, you can unsubscribe users, determine if the conversation will be shown in a user's inbox, and send a user a link to the conversation. You can also make the conversation private, restrict invite permission, lock the conversation, and pin the conversation.
  8. After making the necessary modifications, click OK.