Access for branch managers to trade accounts
Ticketclosed
Strensall Merchants · Access for branch managers to trade accounts
Neil Craven asked how to give branch managers access to orders, deliveries and calls without credit holds or limits. Connor Webb tested a draft role on a single branch login.
What happened
What this says
As at Fri 9 Oct 2026Neil Craven asked how to give branch managers access to orders, deliveries and calls without credit holds or limits. Connor Webb tested a draft role on a single branch login.
Problem: Neil Craven wanted a new trade credit team set up with branch managers seeing their own trade accounts but not credit holds or limits. Handling: Connor Webb proposed a branch manager role with credit fields restricted to the credit role, set it up as a draft, and tested it on one branch login. Watch: The ticket was solved on 29 Oct 2025 and closed on 2 Nov 2025; the record does not show Neil Craven's confirmation or whether the role was applied to all branches.
Details
Updated 9 Oct 26Trail
created · Neil Craven 6 Oct 2025 16:03Hiya, we've got a new trade credit team starting next week and I need them set up in B-Viz with the right access. The branch managers should be able to see the orders, deliveries and calls for their own trade accounts, but not the credit holds or limits, which should stay with credit. Can you tell me the quickest way to do that? I'd rather not have to ask each branch manager separately. Cheers, Neil- Public reply · Connor Webb 6 Oct 2025 19:27Hi Neil, thanks for getting in touch. The simplest route is a role for branch managers that can see trade accounts, with credit holds and limits restricted to the credit role. I've set that up as a draft and tested it on a single branch login. Could you confirm that a branch manager sees orders and deliveries but not the credit fields? If that's right I'll apply it to all branches. Connor
- Status change · 2 Nov 2025 23:59