Counterparties Permissions

Permission name

Function

Edit company address  

Add and edit information in the Delivery/Address section.

Edit company bank accounts

View, add and edit information in the Bank accounts section.

Edit company contacts

Add and edit contact information.

Edit counterparty company

Add counterpartries and edit counterparty information.

Edit credit risk  

Add and edit credit risk information for a counterparty.

View company contracts

To see sales and purchase contracts made with a counterparty in the Counterparty screen.

View company details

To see the company address and contact information at the top of the Companies, Relations and Internal companies screens.

View counterparty companies

To see the Counterparty tile on the Start menu and to see information on the counterparties screen.

View credit risk  

View credit risk information on the counterparty record screen.

Permission name

Function

Edit contact address

To add or edit contact address information

Edit contact user

To add or edit a contact person's information.

Edit contacts

To add a new contact or edit an existing contact record.

View contacts

To see the contacts section at the top right side of a Counterparty or internal company screen.

Permission name

Function

Edit counterparties section

To see the Counterparties section on a Delivery screen.

View counterparties section

To edit information in the Counterparties section on a Delivery screen.