How do I manage my access in Kls Desk?

In this article, you will find answers to frequently asked questions about access management in the Kls Desk.

I would like to have access to the Kls Desk

You are aware of an operation that is followed on Kls Desk and would like to obtain access to it?

Access is controlled by Kls users and therefore by your contacts on the operations (the operation managers). Our Kls support team cannot give you access. 

Your entity is one of our client

Get in touch with your manager or someone with the role of “Team Leader” in Kls. Only these people will be able to authorize you. Find out how to obtain access.***

Your entity is not a Kls customer

Contact the Operation manager directly: he or she can add you as a contact for the operation(s) you want to access.

If one of your colleagues already has access to the operation, they can add you as a contact. You'll find the procedure in the section below: managing access to the Kls Desk as a lender or borrower.

Manage access to the Kls Desk as a Lender or Borrower

If you are invited to an operation on the Kls Desk, you can share this access with colleagues of your entity.

All you need to do is access the Desk :

•  If you are a Lender, access your interface using the side navigation bar: “Debt Tracking” then “Invitation follow-up”.
• If you are a Borrower, you will go directly to the Client interface.

Click on the desired operation. In the operation details tab, click on “Administrative file and access management” at the top right of your screen.

On this new page, go to the “File access management” tab.

From here, you can add a new user via his/her email address.

If you wish to remove a user's access, on the same page click on “⋮”.
You will have the option to “Revoke access to the folder”. This action will archive the user in the “user no longer having access to folder” sub-tab.

This tab keeps track of all users who have ever had access to the file, and you can restore their access at any time.

How to change the email address linked to my Kls account

A Kls account is linked to an email address, provided by the Agent or one of your colleagues already in contact with the operation. It may happen that your Kls account is linked to one of your previous email addresses.

In the event of an email change, you will need to modify the email address registered in your name on each transaction. To do this, you have two options: 

• Ask the Operation Manager (Agent) to add your new email address as the contact for your entity (and delete the old one)
• Change your email address yourself by logging into your Kls account with the old address, manually add your new email to the contact list (and then delete your old email by logging into Kls with the account that has your new email).

I've changed jobs, I no longer wish to have access to the Kls Desk

If you no longer wish to have access to the Kls Desk, or to specific operations, you can : 

• Add someone who will take over the follow-up from you. He or she can then withdraw your access by following the procedure described above.
• Ask the manager (agent, operation leader) to remove you from the operation. We recommend that you provide the contact details of the new person in charge.

How do authorizations work when my entity is a Kls customer?

To find out how the authorizations of a Kls client entity work, go to the dedicated page***.