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Overview

This article is the landing page of the Staff Credit Levels feature, an extension to the Permissions module.

The feature provides a way for service providers to limit the amount of credit that can be given to a customer by a staff user. Service Providers are granted access to a custom user interface that defines up to 10 distinct levels of credit for both once off and recurring credits. Once a credit level is applied to a role group, staff users in the role group will be able to offer credits to customers up to, and including the defined value. Credit values are inclusive of tax.

Credits can be applied in multiple ways in Emersion. The account credit levels feature works in conjunction with the following activities:

  1. Product Purchases for Credit Products. Credit products are sold like any other product but instead of a debit cardline, a credit cardline is created.
  2. Pending ledger cardlines. Cardlines with a negative value result in a credit cardline being created.
  3. Credits. Account-level credits that can be allocated to approved invoices.
  4. Disputes. Credits amounts for both cardline disputes and general disputes.

What's in this section?


Licensing

This feature is available to subscribers of the following:  

  • Emersion Core
  • Optional Modules
  • Upon Request (please contact your Account Manager)

Acceptance Test

Conduct an acceptance test for this feature.

What is this?


Features and How To's

This section contains articles on the functionality of this feature. 

Core Functionality

  • link to article
  • link to article

Feature Extensions

  • link 
  • link 


Prerequisites

Before attempting to use this feature, users should:

  • have a solid understanding of what service types are in Emersion 

There are no prerequisites for this module.

Dependencies

In order to use this module, service providers must have:

  • A subscription to the Agents module

There is no dependencies for this feature. It is a standalone feature in the xxxxxx module.



Access Control

If you are unable to access a given feature and you have checked the permissions and powers, please raise a support ticket via the Emersion Support Portal.


Module Permissions

A permission is required for users whom are permitted to maintain the allowed credit levels for staff.

Module PermissionDescription
Staff Credit LevelsGrants access to the Admin > Org Units and Roles > Credit Level Management page

Powers

Powers are used to control access to features, functions and page sections.

PowerDescription
Staff Credit LimitsThe parent power. Enabling this enables full access to the feature.
Credit Limits Level 10Grants access to give a customer a credit of any amount up to level 10
Credit Limits Level 9Grants access to give a customer a credit of any amount up to level 9
Credit Limits Level 8Grants access to give a customer a credit of any amount up to level 8
Credit Limits Level 7Grants access to give a customer a credit of any amount up to level 7
Credit Limits Level 6Grants access to give a customer a credit of any amount up to level 6
Credit Limits Level 5Grants access to give a customer a credit of any amount up to level 5
Credit Limits Level 4Grants access to give a customer a credit of any amount up to level 4
Credit Limits Level 3Grants access to give a customer a credit of any amount up to level 3
Credit Limits Level 2Grants access to give a customer a credit of any amount up to level 2
Credit Limits Level 1Grants access to give a customer a credit of any amount up to level 1



Feature Events

There are no events related to the feature.

Feature Reports

There are no reports related to the feature.


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