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You can specify both a Primary and Secondary Manager
for a user on the User Details screen. When you specify a Secondary Manger,
the Secondary Manger receives notification along with the Primary Manger.
The Secondary
Manager is a backup who can handle the approval if the Primary Manager
is unavailable.
When you specify the primary and secondary manager for
the user, eCredit uses this information to identify:
The next person to
notify that a credit line requires their approval. This notification can
occur when a user does not have sufficient approval authority to approve
a credit request, or when more than one approval is required to approve
a credit line. Users for whom managers
can view work queue tasks. In the Work Queue module, a manager can view
work queue tasks for users who are subordinate to them. If the user has the
authority to delete a credit line allocation, the primary and secondary
managers for that user also have that authority. If the user is an
internal contact that you use to resolve disputes, you can set up the
dispute notification so that the user's primary manager or the primary
manager's manager receives a notification under certain circumstances. If the user is a
resolver or secondary contact for a dispute, the user's primary and secondary
managers are able to access the dispute in the Dispute Management module. If the user is a
credit analyst for a parent account that has a credit line, the user can
make allocations from the parent's credit line to any child account, and
the primary and secondary managers for that user also have that authority. |
