Payment Approvals
To allow businesses to have a maker/checker process in place with our beneficiaries and payments we have in place the ability for an approval step to be turned on. A business needing to approve beneficiaries and/or payments use the client portal, but the rest of the process can be done via API.
Once this is enabled you will need users with approval permissions; view+approver, user+approver or admin+approver. You can then have some users without approval permissions that can only create beneficiaries and payments if you want.
Updated 8 months ago
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