Margin User Levels

Data Source: EQMWUL

The Margin User Levels screen allows you to configure the margin ranges that each Level 1 and 2 manager can approve or edit on the Margin Worksheet screen.

To open the Margin User Levels screen, navigate to Configuration > Equipment > General > Margin User Levels.

The fields on the Margin User Levels screen are:

Field	Description
User	The user id of the manager.
Manager Level	The manager level of the selected user, as configured in the Margin Worksheet Area field of the User Profiles screen.
Type	The type of equipment that this User can approve on the corresponding margin worksheet; either New, Used or Both. For quotes with multiple segments, the system only checks the Type of the unit on the first segment of the quote.
Class	The class of equipment that this user on the corresponding margin worksheet. For quotes with multiple segments, the system only checks the Class of the unit on the first segment of the quote.
Margin From	The lowest margin level that the selected user can approve.
Margin To	The highest margin level that the selected user can approve.

To delete a user and their margin level configurations, click the Trash icon next to the desired user profile.

Use these buttons to complete your work on the Margin User Levels screen:

Button	Function
Save	Saves the changes made on the Margin User Levels screen.
Save & Close	Saves the changes made on the Margin User Levels screen and returns to the Configuration Quick Links screen.
Close	Closes the Margin User Levels screen without saving any changes.