Frequently Asked Questions

How do I set an Additional User's payment approval limit?

When setting up an Additional User you will be asked to set their permissions across Accounts.  This will determine what they can see and do online.

If providing an Additional User with access to approve payments and transfers, you will be asked to set a payment approval limit.  This will enable the user to approve payments set up by them or other users up to the limit set by you.  Any payments made by an additional user above the threshold will require Corporate Administrator approval and an SMS will be sent to Corporate Administrators alerting them that there is a payment awaiting approval. These payments will not be processed until a Corporate Administrator either approves or rejects them.

They can also make payments and transfers without additional approval by a Corporate Administrator up to this limit and approve other users transfers.

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