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Step-by-step guide

  1. Login as a user with that has an administration role.
  2. Click on Accounts > Advanced User Maintenance
  3. Enter the users email address or part thereof in the "Search For" box and enter on Search
  4. From the list of Users displayed select the user you wish to change
  5. Select "Accounts" from the available tabs
  6. From the list of Customers select the Customer you wish to change the limits for this user
  7. Navigate to the bottom of the screen which will display existing settings under the "Limits" tab
  8. Select "Edit"
  9. Amend the "Approval Limit" / "Order Limit" / "Requisition Limit" as required
  10. Select "Update"
  11. The users limits for this customer will now be effective the next time the user logs in.

 

Info
The Approval limit Limit set here applies to Basic Approval only

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