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How to enable Party Credit Limit for user in Marg Books ?
Ans.1

In Marg Books, if the user needs to enable Party Credit Limit for user, then it can be easily done.

In order to enable Party Credit Limit, the user needs to follow below mentioned steps:

  • Firstly, the user will sign in with 'Supervisor ID'.

  • The user will click on 'Settings' icon on the dashboard window.

  • 'Dashboard Setting' window will appear.
  • In 'User Access & Privileges' option, the user will click on 'Configure' button.

  • An 'User List' window will appear.
  • Click on 'Roles'.

  • Now select the user for which Party Credit Limit needs to be assigned.
  • Suppose select 'Mahak's Role' and click on 'Edit' icon.

  • 'Role Configurations' window will appear.
  • The user will click on 'Common Rights' button.

  • 'Common Rights' window will appear.
  • In 'Allow to Manage Party Credit Limits' option, the user will select 'Yes'.

  • The user will press 'ESC' key.

  • 'Save Changes' alert window will appear.
  • The user will click on 'Save' button.

  • The user will click on 'Update' button.

  • 'Role saved successfully' pop-up will appear.

  • In order to 'Re-Login', the user will click on 'Profile' icon.

  • Click on 'Logout'.

  • Now, sign in with the 'User ID'.

After following the above steps, the user can view Party Credit Limit will get Enabled for User in Marg Books.


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