A client no longer works with my agency. What should I do?
On the clients page, navigate to the client’s card and click ‘Deactivate’ in the top right. The client record will become inactive and sort to the bottom of the client list. All past transactions associated with that client will still be viewable on the Payments page. You can re-activate the client by following the same procedure.
How do I set email preferences for individual clients?
To override global email settings and customize them for individual clients, go to the client’s card in your client list and click preferences. Click the toggle to override global preferences. Now select or de-select one or both of the checkboxes as necessary.
What are global email preferences? How do I change them for my agency?
Eljin sends email notifications when payments are generated and paid. Global email preferences enable agencies to choose who receives these. The Owner of the agency account can choose global email preferences for the agency. From the menu, select Preferences. There are two checkboxes here: Two important reminders: Both settings can be overwritten on the Clients page for […]
I’m concerned about entering my client’s email address. What does Eljin do with that information and why is it necessary to provide it?
Eljin respects the relationship between you and your client as contractual and private. Still, we need to assure that the platform performs properly, securely, and compliantly, and this requires that every user have a unique email address.
How do I edit client information?
On the Clients page, find the performer’s name, either by scrolling or using the search bar. Click on the clients card. Make the changes you’d like, and click Submit. The values in the email, country, and union fields are not editable.
The status of the client I just added was displayed as Declined. What happened and what should I do?
The performer received notification that he or she was added to your agency’s list and opted-out. If this happens, follow-up with the performer to see what’s going on. The status button will reset to Re-send request 24-hours after the performer’s response. At that point, you’ll be able to the send the notification again, and the client will […]
The status of the client I just added was displayed as In Progress and later as Re-send request. What should I do?
In Progress is displayed when a client must authorize a new agent and hasn’t yet done so. For security reasons, Eljin flags new agency connections to ensure that they’re verified. If Re-send request is displayed, it may be wise to let the client know you’re trying to make the connection. You can then click the button and resend the request. […]
How do I add clients?
When you log in, the Payments page loads. All your clients’ transactions through Eljin are listed here. That’s it. Your client will now appear in the list on your agency’s Clients page (status: In-Progress). Payers will be able to select that performer for payment. Your client will receive a one-time notification that he or she has been added to your […]