Multiple levels of approval in transactions are crucial for security, accountability, and error prevention. Requiring an authorisation for your payments helps lower the risk of unauthorized access, fraud, and mistakes.
By default, there will be no need to approve transactions if the system is not enabled or is removed.
This feature is currently only available to Demand Partner accounts.
To enroll users into the approval management system, you will first need to give them team access. Click this article to read more about team access.
Our approval management system covers these business transactions:
- Sales
- Payments
- Disputes
- Credit
What you can do here
We have 2 configurations for our approval management system:
How to access
1. Go to Settings (1) and then Approvals (2)
How to configure
All the approvers can approve
This option will enable all your team members to approve transactions. This would include Admins and Users.
1. Click on All the approvers can approve option
You will be able to review the list of approvers by clicking Show approvers. You will not be able to edit the list of approvers.
2. Set your notification preferences for this configuration. This step is optional.
4. Click Save to lock in your configuration
Multi-level approval with specific approvers
Multi-level approval allows you to set a customised approval system to exactly who has the authority to approve transactions. Once all required approvals are obtained, the transaction can be completed.
Admins can bypass multi-level approval and approve transactions once and for all. They can do this from the Approve menu.
1. Click on Multi-level approval with specific approvers option
2. Set who should approve by choosing users from the drop-down list. Click on the green "+" icon to add more levels
4. Set your notification preferences for this configuration
5. Click Save to lock in your configuration