Open Contacts → New and create a company contact for the customer organization.
Enable Credit Admin on the company contact to make the company’s allowance-management features available to its authorized portal administrator.
Create child contacts under the company for the employees who will participate in the purchasing program.
For each employee contact, enter the Job Position, Tags, Employee Hire Date, and Allowance Employment Status. These attributes help determine which policy applies and whether the employee can use an allowance.
