To allow managers to submit external credit on behalf of their managed users, you need to ensure they have been given a Custom Role and Managed Users, and that appropriate settings are enabled within the LCvista platform.

Enable User-Managed External Credit

1. Refer to Custom Roles to assign specific permissions and Managed Users.
2. Navigate to the Settings menu from the Organization sidebar.
3. Click on the Approval Workflows tab.
4. Ensure that the Enable User-Managed External Credit option is checked. This setting allows professionals to manage their own external credit submissions.
5. Check the box for Allow third-party submissions.
6. 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.