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Securing your Balances

Help PayDocker
Updated

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)

Screenshot_Marked_Balance Authorisation (2).png 

 

2. Then Code (3) and Create Code (4)

Screenshot_Marked_Balance Authorisation (1).png

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:

Screenshot_Marked_Balance Authorisation Code Management.png

(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.     

You can configure for both token and object. Once you have configured trusted partners for either token and objects, the exchange of token and object, and balance changes will take place automatically.

 

Add trusted suppliers for Token

1. Click Trusted Accounts (1) and Add Partners (2)

Screenshot_Marked_Balance Authorisation_Trusted accounts (1).png

2. Key in important details according to steps 1 - 3

Screenshot_Marked_Balance Authorisation_Trusted accounts (2).png

(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

 

Add trusted suppliers for Object

Step 8: Establish trusted account for RateDock

Go to Balance, then Authorisation

 

Then click Object and + Add Partners

You will be prompted to fill in this form
  • Supplier Account: Search for your supplier's account

  • Select the check box Unlimited if you would like to set no limits to the deductable balances 
  • Select the currency of transaction
  • Expiry: Select Never
  • Select Add to save your configurations

Refresh the page and check if the account has been successfully added

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