As an enhancement to the safety of your transactions, you can create a temporary, unique 16-digit code for token exchange with your supplier. This article will cover how to grant, modify, or revoke access for specific users, ensuring that only authorized personnel can view or manage balances. The article also provides step-by-step instructions for configuring permissions to enhance account security and transparency.
This feature is currently only available for our Demand Partner account.
Create individual authorization codes
1. Click Balance (1), then Authorisation (2)
2. Then Code (3) and Create Code (4)
There will be a pop-up to input the details of your exchange. Here are the details that you would need to input, following steps 1 to 9:
(1) Search the Partner or Property
(2) & (5) Here is where you can input the range for authorization. Select (2A) to set an unlimited amount.
(3) & (4) Select the currency to generate
(6) & (7) Set the check-in and check-out dates
(8) Set the expiry of the authorization code. The range available is between 30 seconds to 15 minutes, and once the code has expired, it cannot be used.
(9) Click to generate the authorization code
Add trusted suppliers
Add trusted suppliers that you have been frequently transacting with to bypass the need to create authorization codes. Adding them into the Trusted Accounts list will give your suppliers authorization for the window of time you have set.
1. Click Trusted Accounts (1) and Add Partners (2)
2. Key in important details according to steps 1 - 3
(1) Search the Partner or Property
(2) Set expiry date for this authorization, up to 5 years. Click (2A) if you do not plan to set an expiry date
(3) Click Add to add the Partner or Property onto this list