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Managing role access to create credits

If you need to update a role to allow the user to create credits, you can do this within a few simple steps.

Written by Fabio Fois

To add or remove the ability to create credits at user level please follow the below steps:

  1. Click the Admin Cogs icon along the top bar.

  2. Click Organisation Administration, then Roles.

  3. Edit the role, then click the Permissions tab.

  4. Click the sub section Order Management.

  5. Locate the setting Can Create Credit and use the check box to activate or deactivate.

  6. Scroll down to the bottom and click Update to save any changes.

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