What are relations?
Relations are people outside your customer records that you regularly want to include in messages or notes in Payt. Think of external partners, accountants, colleagues from other departments, or other stakeholders who don't have an account in Payt themselves but occasionally need to receive a message.
A relation only receives the messages to which you have explicitly added them as CC or BCC. They do not have access to Payt itself.
The difference from, for example, relationship managers: relations are not linked to a specific customer, but to your organisation as a whole. You manage them in one central place and can use them across multiple administrations.
When do you use relations?
You use relations when you regularly want to include someone in communications from Payt, but that person is not a customer. For example:
An external bailiff who wants to receive a copy of certain payment reminders
An accountant or advisor who needs to follow certain correspondence
An internal employee without a Payt account who nevertheless needs to be kept informed about a particular case
How do you set up relations?
Relations are managed at the organisation level.
Start on your organisation dashboard by clicking the Payt logo in the top left.
Click the 'Organisation settings' button in the top right.
Navigate to the 'External relations' tab on the left.
Click 'Add relation' in the top right.
Fill in the following details:
Name - The name of the person or company
Email address - The address to which this person wants to receive messages
Administrations - The administrations in which this relation should be available.
If you leave this blank, the relation will not be available anywhere; make sure you have selected the relevant administrations. You can link the relation to as many administrations as you like.
Confirm the details with the 'Add relation' button.
The relation is now available within the selected administrations.
How do you use a relation when sending messages or notes?
Relations can be added as CC or BCC when sending messages to customers, and when forwarding an internal note.
To do so, first follow the usual steps to add a message or internal note. For messages, click the CC or BCC field and you will see the relation appear there (alongside the other Payt users). For internal notes, you can insert a Payt user or relation directly via 'Add recipient'.
The selected relation will receive a copy of the message or note at the configured email address.