New credit control team doesn't see cross-branch accounts
Ticketclosed
Merriott Lyle Distribution · New credit control team doesn't see cross-branch accounts
Deepa Chauhan added a new credit control team to resolve disputed accounts but they could only see single-branch data. Olivia Grant reset their data scope to company-wide visibility.
What happened
What this says
As at Fri 9 Oct 2026Deepa Chauhan added a new credit control team to resolve disputed accounts but they could only see single-branch data. Olivia Grant reset their data scope to company-wide visibility.
Problem: New credit control team members could not see cross-branch account data needed to resolve disputes. Handling: Olivia identified that the Credit Control role data filter was set to a single branch during provisioning. She reset the data scope to company-wide visibility. Deepa confirmed the team could access all multi-branch accounts.
Details
Updated 9 Oct 26Trail
created · Deepa Chauhan 24 Jun 2026 10:16We've brought in a new credit control team to resolve disputed accounts and I've added them as users to the system. They need to see the trade account dashboards and call history for accounts that span multiple branches, but right now they can only see their own branch's data. Which account, which branch should they have access to? They're blocked from doing their job.- Public reply · Deepa Chauhan 24 Jun 2026 15:02I've looked at their user settings and they're in the Credit Control role. Let me know if there's a configuration on my end that needs to change to give them company-wide view access.
- Public reply · Olivia Grant 24 Jun 2026 15:51The Credit Control role should have company-wide visibility by default, so I've looked into this. The data filter got set to a single branch during provisioning. I'll reset their data scope to give them the full company view.
- Public reply · Olivia Grant 26 Jun 2026 16:37Done. The credit control team should now see all trade accounts across all branches. Can you ask them to log back in and confirm they can see the multi-branch accounts? Let me know if anything's still restricted.
- Public reply · Deepa Chauhan 30 Jun 2026 11:30Perfect. They've logged in and confirmed they can now see all the accounts. They're already working through a week's worth of disputed items they couldn't access before. Thanks for sorting this quickly.
- Status change · 10 Jul 2026 23:59