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Olivia Grant

Trade-credit users cannot see orders for their trade accounts

Ticketclosed

Strensall Merchants logo Strensall Merchants · Trade-credit users cannot see orders for their trade accounts

Trade-credit team could not see orders for their trade accounts after an access change. Olivia Grant corrected the role link on BG-Demo's side and asked Ashok Patel to test one branch first.

Priority normal

What happened

What this says

As at Fri 9 Oct 2026

Trade-credit team could not see orders for their trade accounts after an access change. Olivia Grant corrected the role link on BG-Demo's side and asked Ashok Patel to test one branch first.

Problem: The credit team's role could see orders and deliveries pages but was not linked to the trade accounts behind them. Handling: Olivia corrected the link, asked for a one-branch test, and offered to check a trade account number if orders still did not show. Watch: The record closes on 9 Aug 2025 after a first response of 382 minutes, with no further customer comment in the ticket.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryaccess_permissions
Channelemail
First response (min)382
CSAT3
Helpdeskmade from

Trail

  1. Ashok Patel
    Public reply · Ashok Patel 29 Jul 2025 12:18
    Morning. Quick heads up before I raise this properly: I have changed the branch mapping for the credit team, so could you check it against the list I sent last week? Which account number is that? I will hold off touching anything else until I hear from you. Ashok
  2. Ashok Patel
    created · Ashok Patel 29 Jul 2025 16:06
    Hi, thanks for the help earlier. Following on from what I changed this morning: I have switched on the trade-credit team's access to the orders and deliveries pages, but the team still cannot see the orders for the trade accounts they look after. They can see credit notes and calls, so I think it is a role setting rather than a load problem. I have been through the role list twice and I cannot see which setting is missing. I would like to test it on one branch first before we roll it out to the others, so could you tell me which role needs changing? I have attached a screenshot of the access list for the credit team, which should show what I am looking at. Ashok
  3. Olivia Grant
    Public reply · Olivia Grant 29 Jul 2025 22:28
    Hi Ashok, thanks for the detail and the screenshot. The credit team's role can see the orders and deliveries pages but is not linked to the trade accounts behind them, so this looks like a missing link in the role rather than a load fault. I have corrected the link on our side. Could you test it on the one branch first, as you suggested, and tell me if the orders still do not show? If they do not, send me one trade account number and I will check it straight away. Olivia
  4. Olivia Grant
    Status change · Olivia Grant 5 Aug 2025 14:51
  5. Status change · 9 Aug 2025 23:59
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