Hello,
What permissions level do I need to set an employee in order for them to be able to set customer credit codes without giving them access to all accounting? This would be for my sales guys to do new account setup.
@cetecerp any suggestions?
There is a security by role called Can Manage Customer Credit Hold which can be found here: Cetec ERP
The role Customer Credit is a role that you can create that will allow a user to modify credit code and credit limit. You can make that role on your data maintenance table: Cetec ERP Then you can give your sales rep that role and they will be able to edit credit code and limit.
Please let me know if you have more questions.
Thanks,
Cetec ERP Support