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      Adding an Account Officer
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        Contents

        Adding an Account Officer

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          Article summary

          Some items of relevance to the Account Officer User type include the following:

          Lending Group: Multiple Lending Group selections can be made by holding the ctrl key while clicking on the desired items.

          A Lending Group can be removed from the selection by clicking the X following the title.

          Cost Center: Depending on settings, this can allow for multiple Cost Centers to be entered, or only one.

          Preferences: These define what the User is allowed to search for. Note: Typically, Account Officers are not allowed to search for any Vendors.

          After entering all desired information, click the Save button in the bottom right-hand corner of the modal.


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