How to assign users to customers

Each customer can have one assigned user. That assignment controls who Thor acts as for that account.

Automatic collection emails for the customer send from the assigned user's connected email inbox.

Call tasks for the customer show on the Collections tab for that user. A user sees the call tasks for the customers assigned to them.

Change the assigned user for one customer

1. Open Collections in the left navigation, then go to the Customers tab. You can also open a customer from Monitoring.
2. Search for the customer, then click the row to open Customer Details.
3. In Financial Information, use the Assigned User dropdown.
4. Choose the user you want assigned to that account.
5. Click Save.

Save stays disabled until the assigned user or playbook changes. Closing without saving discards the change.

Assign users in bulk with Map Assigned Users

Use Map Assigned Users when you need to reassign many customers at once from a spreadsheet.

1. Open Collections → Customers.
2. Click Map Assigned Users.
3. Download the Excel sample.
4. For each account, fill in the column with the email address of the Thor user you want assigned to that account.
5. Upload the completed file.

Use the email address of a user who already has a Thor login.

Tips

• For one or two accounts, use Customer Details. For a full book or a large segment, use Map Assigned Users.