To allow managers to submit external credit on behalf of their managed users, you need to ensure the appropriate settings are enabled within the LCvista platform.

Enable User-Managed External Credit

1. Navigate to the Settings menu from the Organization sidebar.
2. Click on the Approval Workflows tab.
3. Ensure that the Enable User-Managed External Credit option is checked. This setting allows professionals to manage their own external credit submissions.
4. Check the box for Allow third-party submissions.
5. Click Save to apply the changes.

By following these steps, managers will be able to submit external credit requests, facilitating a smoother workflow for credit management within your organization.