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Administrators, Credit Managers, and Sales Managers can approve and reject customer credits by default. However, if you wish to have enable a specific user with a different User Role and to manage customer credits, there is a setting you can enable use to create this exception. This article explains how to enable the setting on a user level. |
Enable
usersUsers to manage their own
CustomerCredits
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, Credit Manager, and Sales Manager. |
For more information on how to approve customer credits read How to Approve, Reject and Reopen Credits.
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