Super Admin

Login

A YouNegotiate operations user opens the Super Admin login page and signs in with their Super Admin credentials.

Forgot & Reset Password

A Super Admin user forgets their password before reviewing merchant requests.

Change Password

A Super Admin user wants to rotate their password after a security review. They enter their current password, enter and confirm a new password, and save it.

Creditors

ABC Collections contacts YouNegotiate support about portal access.

Creditor Detail View

A platform operator opens ABC Collections from Manage Accounts to review company revenue, account performance, plan details, eco profile details, and contacts.

Consumers

A consumer says their payment plan is not showing correctly.

Consumer Detail View

A platform operator opens Jane's consumer record while helping a creditor support case.

Sub-Accounts

ABC Collections has separate Medical and Retail sub-accounts.

Special Plan Inquiries

ABC Collections needs a larger plan than the public options. They submit a special plan inquiry.

Plans

YouNegotiate adds a new monthly plan with a higher account limit.

Membership Create, Edit, and Show

A platform operator creates a new membership plan, edits pricing, and reviews plan details.

Failed / Canceled

ABC Collections has a failed renewal.

Merchant Requests

ABC Collections requests merchant setup.

Merchant Request Lifecycle

ABC Collections submits a merchant request.

Communication Templates

YouNegotiate wants to send a platform announcement to selected creditors. Super Admin creates a template once, then uses it when scheduling the campaign.

Communication Groups

Super Admin creates consumer-targeting groups by company scope, account status, and optional date rules for campaign selection.

Schedule Campaign

Super Admin schedules a setup reminder campaign for creditors with incomplete setup.

Campaign Tracker

Super Admin sends a campaign to 300 creditors. After the job runs, they open Campaign Tracker to confirm which messages were sent and whether any failed.

Auto Communication Templates

YouNegotiate wants a specific reminder to send when a payment plan is active.

Sent Auto Communications

A creditor asks whether an automated payment reminder was sent to a consumer.

Reseller Partners

A reseller partner brings ABC Collections to YouNegotiate.

Reseller Partner Create and Edit

A platform operator adds a reseller partner and later updates the partner details used for monthly partner billing reports.

Generate Report

Operations needs a report of consumer payments across the platform for a date range. Super Admin selects the report type, filters the dates, and generates the report.

Schedule Report

Operations wants a weekly platform report every Monday.

Membership Billing

ABC Collections has an active membership that renews automatically.

Platform Billing and Reports

At month end, the platform sends DFA donation reporting and partner billing reports.

Soft Delete and Cleanup

A company reaches the point where inactive records should be soft-deleted or cleaned up.

Cross-Creditor Danger Rules

A Super Admin user can view data across creditors.

EcoMail Hub Users

YouNegotiate adds a new EcoMail Hub team member. Super Admin creates the user so they can log in to EcoMail Hub / EcoPortal and manage assigned mail response work.

Super Admin Users

A new operations manager needs Super Admin access. An authorized Super Admin creates the account, and the new user can log in only to Super Admin workflows.