Overview
This article covers how to configure the different levels of credit that your staff users will be permitted to offer a customer. To read about staff credit limits, go to this article.
These limit levels are then enabled against a specific role by enabling the power that corresponds to the level.
Configuring Staff Credit Levels
Follow the steps in this section to configure the number of levels needed for all users. Instructions on screen provide a guide.
Staff users with administrator (Full Powers) access are also subjected to staff levels. As these users have all powers, they automatically inherit Level 10 for both once-off and recurring credits.
Admin > Org Units & Roles > Credit Permission Management
- Enter a dollar value into the level 1 field.
- Enter a higher dollar value into the Level 2 field.
- Repeat until there is a value in all levels.
- Repeat again for the recurring value levels.
- When you are happy with all credit levels, press the Save button.
With the credit levels are set, the user need to assign the credit levels to role groups.
Assign a Credit Level to a Role
Emersion recommends the creation of a new role where credit levels are set so that the role group can be easily added or removed to a given Org Unit. If it is preferable to alter existing roles then users need to know the role group(s) to modify. Once the role(s) are identifies, complete the following steps.
Admin > Org Units & Roles > Roles
- Open the role by clicking the ID. If you are creating a new role group, click the Create New button.
- Under the Power Based Permissions section, press the Expand All button.
- Scroll down the page until you see the power Staff Credit Limits. Under this power are the 10 credit levels.
- Tick the level this role group will be restricted to.
- When you are happy with the change, press the Save Role Details
If a new role was created, it will needed to be added to the relevant org units.
The Staff Credit Level Limit Powers
