Siebel Order Management Guide > Preparing for Integration > Process of Setting Up Purchase Order Credit Checking Applications >

Restricting Which Employees Can Administer Credit Checking


There are two ways to restrict which employees can administer credit checking on accounts:

  • Create a read-only version and a read-write version of the Account Detail - Credit Profile view. Give employees who should administer credit checking access to the read-write view. Give employees who should not administer credit checking access to the read-only view.
  • Add a rule or logic to restrict who can update fields related to credit checking. For example, only allow an account's primary sales representative to update these fields.

This task is a step in Process of Setting Up Purchase Order Credit Checking Applications.

Siebel Order Management Guide