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 must administer credit checking access to the read-write view. Give employees who must 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.

For more information about restricting employees’ access to features, see Siebel Security Guide.

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