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Business account customers

Editing Authorisation Rules

  1. In Authorisation Management, locate the rule you wish to edit.

  2. Click on the “EDIT” button next to the rule.

  1. Define the following criteria:

    1. User Roles: Specify which user roles can authorise Bank Transfers.

    2. Number of Approvers: Determine the maximum number of users required for approval (up to 5).

    3. Payment Value Threshold: Set the amount above which authorisation is necessary. A threshold of 0.00 means all payments require authorisation.

  1. Click “EDIT” to update the rule.

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