Overview
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The system by default only allows users with Sales Manager and Admin roles to to approve or reject customer credits. The system allows to make an exception so certain users are allowed to approve their own credits. |
Instructions
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Go to Setup >> Users |
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Click on the Search button to find the user you are going to set up the setting for. |
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Under the Actions column click on "Edit". |
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The Add/Edit User window will pop-up, click on the Options tab. |
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Check the option Approve Own Credits. |
Click on Save to finish.
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Administrators, Credit Managers, and Sales Managers can approve and reject customer credits by default. However, if you wish to enable a specific user with a different User Role to manage customer credits, there is a setting you can use to create this exception. This article explains how to enable the setting on a user level. |
Enable Users to manage their own Credits
To enable the setting, do the following instructions:
Go to Setup and select Users.
Search the User you are modifying.
Click on Edit in the Actions column.
Click on the Options tab.
Check the box next to Approve Own Credits.
Click on Save.
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User Roles enabled to perform this action: Admin. |
For more information on how to approve customer credits read How to Approve, Reject and Reopen Credits.
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