User limits allow users to set a Provider and Client NTE up to whatever their limit is. For example, if the user limit on an individual user is $500, that user will only be allowed to set NTE limits on work orders or assignments to $500 or less.
Setting/Updating Limits
To set or update limits on users, click on the Administration tab on the navigation panel, and navigate to the Main User List grid
Find the user you need to set or update limits for and double-click on the user. Click on the Manage Limits button
How to set the Client NTE limit:
- Field Name = Client NTE
- Amount = Enter the amount
- Currency = Select whichever currency necessary.
- Hit SUBMIT to save the Client NTE limit.
How to set the User Provider NTE limit:
- Field Name = Provider NTE
- Amount = Enter the amount
- Currency = Select whichever currency necessary.
- Hit SUBMIT to save the Provider NTE limit.
\After adding the desired User Limits, select DONE to return to the User grid.
User Limits by Permission Groups
When a permission group is created Fexa has the ability to set a Default Vendor NTE User Limit to ensure no user gets created without a limit if it's required by the customer. This safeguard prevents users from manually adjusting assignment NTE values beyond their designated limits, providing an added layer of compliance and control.
If you’d like to update your permission groups to implement this feature, please reach out to Support or connect with your CSM.