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.
To approve / reject dual authority requests, there are different screens:
- For requests related to Business Permissions, Business User can find them in “Manage” > “Permissions” > “Pending Permission Approvals” section to approve/reject requests.
- For requests related to Business Payments, Business User can find in “Payments” > “Authorise Payments” to approve/reject requests.
- For other requests related to Business Action (e.g Add Beneficiary), Business User can find in “Manage” > “Authorise Requests” screen to approve/reject requests.
Grant permission to Business User
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.
Step 1: In Permission Management → Select Business → Select User.
- Display the list of permissions assigned to that user.
Step 2: For each account that you want to grant permissions to a signatory, select the permissions by ticking the corresponding checkboxes → Scroll down → click Save Changes.
Step 3: Click OK to submit the permission grant request.
In the Pending Requests section, you can view permissions awaiting your approval or rejection.
Revoke permission from Business User
Step 1: In Permission Management → Select Business → Select User.
- Display the list of permissions assigned to that user.
Step 2: For each account that you want to revoke permissions from a signatory, select the permissions by ticking the corresponding checkboxes → Scroll down → click Save Changes.
Step 3: Click OK to submit the permission revoke request.
In the Pending Requests section, you can view permissions awaiting your approval or rejection.
You can view the approval/rejection history of permission requests in the Permission Request History section and search permission requests by Requester Name, filter by Business, clear filters to display all permission requests.
