Approve Own Credits

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
1 min read

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:

  1. Go to Setup and select Users.

  2. Search the User you are modifying.

  3. Click on Edit in the Actions column.

  4. Click on the Options tab.

  5. Check the box next to Approve Own Credits.

  6. Click on Save.

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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