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:
Account Settings - Company and billing information for your firm
User Profile Settings - Your personal profile as a user
Notification Settings - Email and notification preferences
Team Members - Invite and manage coworkers
Steps
Step 1: Update firm details (company information)
Go to Account Settings.
Review your company name, address, phone number, and email.
Make changes as needed and save.
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
Go to User Profile Settings.
Update your name and contact details.
Save your changes.
Step 3: Configure notification preferences
Go to Notification Settings.
Review the email categories you receive.
Enable or disable specific notification types based on your preferences.
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, surveys, chat messages, and case assignments
You can disable categories in your notification settings. Users who opt out of the "TodoDigest" category will not receive daily summaries or overdue reminders.
Step 4: View your public profile link
Go to Public Profile Link.
See the link to your public company profile on Debitura.com.
This profile is visible to potential clients and shows your firm's information publicly.
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
How to invite coworkers and manage users - Detailed guide on team management
Not receiving new case notifications - Troubleshooting notification issues
Getting started with Debitura - Overview for new partners
Additional settings - Contracts page
View your signed agreements at Contracts. This includes the Standard Debt Collection Agreement (SDCA) and partnership agreement. Requires CollectionPartnerAdmin role.