{"id":6118,"date":"2024-09-06T15:26:11","date_gmt":"2024-09-06T15:26:11","guid":{"rendered":"https:\/\/techhub.saworks.io\/?post_type=docs&p=6118"},"modified":"2025-08-01T16:41:14","modified_gmt":"2025-08-01T16:41:14","slug":"comment-affecter-un-agent-de-credit-a-un-compte-de-pret","status":"publish","type":"docs","link":"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-comptes-de-pret\/produits-de-pret\/comment-affecter-un-agent-de-credit-a-un-compte-de-pret\/","title":{"rendered":"Comment affecter un agent de cr\u00e9dit \u00e0 un compte de pr\u00eat"},"content":{"rendered":"\n
\n

Un agent de cr\u00e9dit peut \u00eatre affect\u00e9 \u00e0 des comptes de pr\u00eat ayant le statut En attente d\u2019approbation<\/strong>, Approuv\u00e9<\/strong> ou Actif<\/strong>.
Un agent de cr\u00e9dit peut \u00eatre retir\u00e9 d\u2019un compte de pr\u00eat et un autre agent de cr\u00e9dit peut \u00eatre affect\u00e9 lorsque les comptes de pr\u00eat sont En attente d\u2019approbation<\/strong>, Approuv\u00e9s<\/strong> ou Actifs<\/strong>.<\/p>\n\n\n\n

Le statut du pr\u00eat reste inchang\u00e9 lorsqu\u2019un agent de cr\u00e9dit est affect\u00e9.<\/p>\n\n\n\n

\n

Utilisez la\u00a0r\u00e9affectation de pr\u00eats en masse<\/strong><\/a>\u00a0pour r\u00e9affecter tous les comptes de pr\u00eats d\u2019un agent de cr\u00e9dit \u00e0 un autre.<\/p>\n<\/div>\n\n\n\n

<\/div>\n\n\n\n

Pour affecter un agent de cr\u00e9dit \u00e0 un compte de pr\u00eat :<\/strong><\/h3>\n\n\n\n
    \n
  1. Acc\u00e9dez au compte de pr\u00eat \u00e0 affecter ou \u00e0 r\u00e9affecter en le recherchant via le client ou le groupe auquel il est associ\u00e9.<\/li>\n\n\n\n
  2. Cliquez sur le menu hamburger puis plus.<\/li>\n\n\n\n
  3. S\u00e9lectionnez d\u00e9signer un agent de cr\u00e9dit dans la liste d\u2019agent de cr\u00e9dit<\/strong>.<\/li>\n\n\n\n
  4. S\u00e9lectionnez la date d\u2019affectation<\/strong> \u00e0 l\u2019aide du calendrier contextuel.<\/li>\n\n\n\n
  5. Cliquez sur Soumettre<\/strong>.<\/li>\n<\/ol>\n\n\n\n
    <\/div>\n\n\n\n
    \n

    Si un agent de cr\u00e9dit est d\u00e9j\u00e0 affect\u00e9 \u00e0 un pr\u00eat actif<\/strong>, l\u2019option Affecter un agent de cr\u00e9dit<\/strong> ne sera pas disponible dans la barre d\u2019actions.<\/p>\n\n\n\n

    Pour affecter un autre agent de cr\u00e9dit :<\/p>\n\n\n\n

    Ensuite, suivez les \u00e9tapes ci-dessus pour affecter un nouvel agent de cr\u00e9dit<\/strong>.<\/p>\n\n\n\n

    Cliquez sur le x<\/strong> \u00e0 c\u00f4t\u00e9 de l\u2019agent de cr\u00e9dit actuel.<\/p>\n\n\n\n

    S\u00e9lectionnez la date de d\u00e9saffectation<\/strong> \u00e0 l\u2019aide du calendrier contextuel.<\/p>\n\n\n\n

    Cliquez sur Soumettre<\/strong>.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    Un agent de cr\u00e9dit peut \u00eatre affect\u00e9 \u00e0 des comptes de pr\u00eat ayant le statut En attente d\u2019approbation, Approuv\u00e9 ou Actif.Un agent de cr\u00e9dit peut \u00eatre retir\u00e9 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":6010,"menu_order":9,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-6118","docs","type-docs","status-publish","hentry"],"author_avatar":"https:\/\/secure.gravatar.com\/avatar\/6a70e7c73db9f245e650948d09d74f61?s=96&d=mm&r=g","author_name":"Annick N'dri","_links":{"self":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/6118"}],"collection":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/comments?post=6118"}],"version-history":[{"count":0,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/6118\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/6010"}],"wp:attachment":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/media?parent=6118"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/doc_tag?post=6118"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/doc_badge?post=6118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}