Not able to confirm own deal

Created by Erik Åkerlund, Modified on Fri, 15 Sep, 2023 at 7:07 AM by Teuvo Suoraniemi

If users in the organisation should have both trader and back office roles you can choose to activate that it is not possible to confirm the latest changes. That means that if a user have the permission to both register and confirm deals, the same user will not be able to confirm the deals the same user just have entered. 


To activate the setting, go to Settings > System Settings > General


Tick the check-box Can not confirm own deal





With the setting activated- the system looks at which user last changed the deal. That user will then not be able to confirm the deal again.



An example:


Person A register a loan - The deal status is New


Person B confirm the loan - The deal status is Confirmed


Person B do interest fixing on the loan - The deal status is Modified


Person B is then not able to confirm the deal


Person A confirm the deal - The deal status is Confirmed

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