Branch managers cannot see the trade credit screen
Ticketclosed
Strensall Merchants · Branch managers cannot see the trade credit screen
Neil Craven reported branch managers could not see the trade credit screen after a reorganisation. Olivia Grant remapped the group, and access was restored by 20 Mar 2026.
What happened
What this says
As at Fri 9 Oct 2026Neil Craven reported branch managers could not see the trade credit screen after a reorganisation. Olivia Grant remapped the group, and access was restored by 20 Mar 2026.
Problem: The branch manager group was not mapped to the trade credit view after the reorganisation renamed groups. Handling: Olivia checked the credit team's scope before changing anything. First response took 464 minutes. Neil said the fix took longer than he would have liked and asked for a heads up next time. Watch: Neil's comment is a service expectation about notice, not a complaint about the outcome.
Details
Updated 9 Oct 26Trail
created · Neil Craven 18 Mar 2026 15:45Morning. Which branch, which account? Sorry, that is me being me. Quick one: the credit team can see the trade credit screen, but the branch managers who need the same information for their own accounts cannot. I think it is the permissions, as they were fine before the reorganisation. Let's sort it, not talk about it. Cheers, Neil- Public reply · Olivia Grant 18 Mar 2026 23:29Hi Neil, thanks for getting in touch. The branch manager group does not appear to be mapped to the trade credit view since the reorganisation changed the group names. I am checking the credit team group's scope before I change anything, so nobody loses access they already have. I will come back to you shortly. Olivia
- Public reply · Neil Craven 20 Mar 2026 14:24Cheers Olivia, it is sorted now and the branch managers can see the screen. It took a bit longer than I would have liked, and the branches were chasing me in the meantime, so next time I would appreciate a heads up. Cheers, Neil
- Status change · 24 Mar 2026 23:59