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Collection Partners: How to update account settings

This guide explains how to update your firm profile, contact details, billing settings, and notification preferences in the partner portal. Your company information affects how clients see your firm and how Debitura invoices and contacts you.

Goal

Update your account settings to ensure your firm details are accurate, your contact information is current, and your notification preferences match how you want to receive updates.

Where to find settings

The partner portal organizes settings across several pages. Each page serves a different purpose:

Not in these settings: the jurisdictions (countries) you serve. Lead agent configuration - which determines the jurisdictions you receive cases or lead notifications for - is maintained by Debitura and cannot be edited in the partner portal. To change the jurisdictions you serve, contact the team via the support chat.

Steps

Step 1: Update firm details (company information)

  1. Go to Account Settings.

  2. Review your company name, address, phone number, and email.

  3. Make changes as needed and save.

  4. Update billing details - go to Billing Settings; these fields drive the invoices Debitura sends you.

Your firm details appear in communications to clients and in your public Debitura profile. Keeping this information accurate ensures clients can contact you correctly.

Step 2: Update your personal profile

  1. Go to User Profile Settings.

  2. Update your name and contact details.

  3. Save your changes.

The same page has a separate Password card for changing your password without the reset email. It opens a focused window asking for your current password, a new password (8 to 128 characters, including at least one letter) and a confirmation, with show/hide controls on each field. After a successful change you stay signed in and keep your selected company; your sessions on other devices end and have to sign in again with the new password. Full steps: Collection Partners: How to change your password from your profile. Your login email is not editable here - see Team Members or contact support.

Step 3: Configure notification preferences

  1. Go to Notification Settings.

  2. Review the email categories you receive.

  3. Enable or disable specific notification types based on your preferences.

  4. Save your changes.

Debitura sends several types of notifications:

  • Daily task summary - A count of new tasks created in the last 24 hours, sent every afternoon

  • Overdue task reminders - Weekly reminders when you have tasks past their deadline

  • Case-specific updates - Notifications about quotes and surveys. A client's chat message does not email you; it creates a chat reply task instead

  • Daily new-case digest - One email at 08:00 UTC listing the eligible cases newly assigned to your firm, instead of an email per case

You can disable categories in your notification settings. There are two: Case notifications covers the daily new-case digest and real-time case updates, and Todo digest notifications covers daily task summaries and overdue reminders. Opting out of a category stops those emails for you only; colleagues keep receiving theirs unless they opt out too.

Step 4: View your Debitura Profile

  1. Go to Settings > Debitura Profile.

  2. What you see depends on your partner type:

    • Exclusive partners see a read-only card with the URL of their public Debitura profile, plus Copy and View buttons. Profile content updates are handled by the Debitura team - email [email protected] if you need changes.

    • Legal Network partners see two blocks: a Public Profile block (status of your debitura.com profile, with a link to the onboarding form if you do not have one yet) and a Referral Link block (self-serve submission and status of your backlink to debitura.com).

For step-by-step instructions on adding the backlink as a Legal Network partner, see How to add a backlink to your public Debitura profile.

What clients can see

Clients who work with you see your firm information in several places:

  • Partner details page - Clients can view your company information, including your name, address, and contact details

  • Email communications - Your company name, address, email, and phone number appear in case-related emails

  • Chat and case updates - Your firm name appears on messages and case activity

Changes to your Account Settings update the information that appears in these locations.

Result

After updating your settings:

  • Your firm details reflect accurately across the platform and in client communications

  • You receive only the notifications you have enabled

  • Team members you invite have access to work on cases

Related pages

Additional settings - Contracts page

View your signed agreements at Contracts. This includes the Standard Debt Collection Agreement (SDCA) and partnership agreement. Requires CollectionPartnerAdmin role.

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