Credit Allocation For Subordinate Staff

Credit Allocation For Subordinate Staff

Hello,

the way the system allows credit allocation does not make sense for all business'. My sales staff have "view" permission selected but cannot allocate credit, your support says they have to have the "create" permission active but in our business, like many others, the creation of credits is only done by manager or superior. The alternative is to have the "approve" permission available for selection, so if the salesman did have permission to "create", he will not be able to "approve", but "approve" is not an available permission to grant.

Please implement a way for a salesman to allocate a credit without being able to create, or being able to create but approve.

Thank you

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