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Siebel eSales Administration Guide > Using Purchase Order Credit Checking Applications > Optional Setup Procedures >

Restricting Which Employees Can Administer Credit Checking

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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.

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