The operation of the Credit Hold feature relies on individual entrée user accounts being designated as either a Credit Manager or a Credit Supervisor. This is naturally done through the Security Manager utility and is provided by two new option settings on the main page of the user's account.

 

1.Use menu path: System ribbon menu > Security Manager.

2.Click the Users tab select a User name in the list.

3.Click the Edit button.

4.The Properties of the user account dialog will open in the General tab.

5.    For each person that you wish to designate as a "Credit Manager" or "Credit Supervisor" you would check the option in the General tab in the entrée user account in the Security Manager.

 

Select whichever option is appropriate and you may select both options but, in that case, the person will be designated only as a Credit Supervisor.

 

 

6. Once you selection is made click OK in the Properties dialog box.

 

7. Then click Exit in the Security Management main screen.