Prerequisites
There are two types of Business User (Signatory):
- Sole Authority: Can create, approve and implement changes without secondary approval.
- Dual Authority: Can initiate actions but need another authorised user, with the appropriate permissions, to approve the request.
Access Business Permission Management
Observe the webpage’s navigation bar for the “Manage” dropdown.
Hover on the “Manage” dropdown to reveal additional options.
- The dropdown should be expanded, displaying Permissions option.
Click on Permissions
- Then, the browser should navigate to a “Permission Management” screen where you can select Business and User to manage permissions.
Grant or Revoke Permissions for Business Users
Step 1: On “Permission Management” screen → Select Business → Select User.
- Display the list of permissions assigned to that user.
Step 2: For each account, select or deselect the checkboxes to grant or revoke permissions for the Business User → Scroll down → Click Save Changes.
Step 3: Click OK to submit the permission grant or revoke request.
Approve or Reject Business Permission requests
To approve or reject Business Permissions requests, Business User can find them in “Pending Permission Approvals” section on “Permission Management” screen to approve or reject requests.
You can view the approval or rejection history of permission requests in “Permission Request History” section.
