1.1 KiB
1.1 KiB
DRE — Systems & Roles Guide
Access Overview
| Person | CRM | Internal Dashboard | Approvals |
|---|---|---|---|
| Germaine | Full admin | Full access | Yes — all cases & letters |
| Tony | Full admin (same as Germaine) | Full access | Yes — all cases & letters |
| Anita | Read-only | No access | No |
Email Addresses
| Address | Display Name | Purpose |
|---|---|---|
| hello@debtrecoveryexperts.com | Debt Recovery Experts | General inquiries, daily business |
| collections@debtrecoveryexperts.com | Debt Recovery Experts | Debtor-facing — demand letters, payment links, collection updates |
| dre@debtrecoveryexperts.com | Debt Recovery Experts | Client-facing — DocuSeal signing requests, claim status updates, fee receipts, portal login links |
Key URLs
| Service | URL | Login Method |
|---|---|---|
| DRE CRM | crm.debtrecoveryexperts.com | Email magic link (via Cloudflare Access) |
| DRE Portal (public) | portal.debtrecoveryexperts.com | None — public pages |
| DRE Internal | internal.debtrecoveryexperts.com | Email via Cloudflare Access |