Is the User a Business Development Manager?
Tick if the Manager has responsibility of Business Development Manager.
Can the User be defined as a Manager on a Client/Account etc?
Tick if this User can also be defined as a Manager on Clients or Accounts.
Can the User allocate Account Applications?
Tick if this User can allocate Account Applications to other users.
Can the User Authorise new Accounts?
Tick if this User is authorised to open new accounts. Untick to force the User to open new accounts as quotes.
Authorisation Limit
The $$ value that this User can authorise Accounts up to. This is to be used in conjunction with an Account Warning Script.
Account
If paying commission to this User, this defines the Account to credit.