The operation of the Credit Hold feature relies on individual entrée user accounts being designated as either a Credit Manager or Credit Supervisor. This is 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 > Security Manager > Click the Users tab > Click the desired User name > Click the Edit button.  

 

2.   For each person that you wish to designate as a Credit Manager or Credit Supervisor you would open their entrée user account in the Security Manager and select whichever option is appropriate. (You may select both options but, in that case, the person will be designated as a Supervisor.)

 

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

 

4.   Then in the Security Management screen click Exit.