Is the User a Business Development Manager?
Tick if this User is a Business Development Manager.
Can the User be defined as a Manager on a Client/Account etc?
Tick if this User can be defined as a Manager on Account and/or Client forms.
Can the User allocate Account Applications?
Tick this option to allow the User within the Task Manager to see Account Applications that do not currently have an Account Manager assigned.
Can the User Authorise new Accounts?
If the checkbox is unticked, this affects the following:
- The User cannot 'Accept' an Account
- The User cannot 'Decline' an Account
- The User cannot 'Unwant' an Account
- Forces the User to open new Accounts as Quotes.
Group
Link the User to an Authorisation Group for grouping Users or configuring Limits.
Limit 1/2/3
The $$ value that this User can authorise Accounts up to. This is to be used in conjunction with an Account Warning Script.
Account
Link this User to an Account to allow Commission or Disbursement transactions to be generated via a Script.