The number of recipients of your own order is crucial for its success. Make sure that all your trading partners can see your bid or offer by adjusting your permission settings immediately:
Step 1: Click on the tab “Counterparties” and then on “Permissions”. Now you can select your trading partners. To do so, click on “Edit” and then below, click on “Edit” again. Next, choose your trading partners via tickbox and confirm your selection with “Save and next”. You will automatically be redirected to the “Permissions” page.
Step 2: Your selected trading partners should be visible in the list on the left. Determine now which trading partners can see your orders on engreen. Simply click on “Edit” and set the appropriate checkmark in the matrix (checkmark set = active as counterparty). Click “Save” afterwards again.
Step 3: If your credit check is active, another important step is necessary! Please make sure that the counterparties which you have activated on the permissions list are also fully set-up in the risk settings. Therefore go to “Credit lines” and “GoOs”. A click on “Edit” opens the GoO Trading Matrix. Please tick the appropriate boxes (all, buy, sell) for each trading partner and “Save” your settings. This way, you can be sure that your bids and offers are only displayed as tradeable to your counterparty when your credit settings allow you to trade.
If you have any questions, simply contact our Customer Success Team with a short email to firstname.lastname@example.org, or chat with us or call us at +49 89-215 415 00! For further updates, follow us on LinkedIn or XING.
Your enmacc Team