Here is an overview of the user permissions available in your account (admin section).
Viewer - All users are viewers, they will be able to see all the information in that particular account. You cannot untick the viewer box, so if you’d like to remove viewer access, you will need to remove the viewer.
Maker - Makers can create and edit beneficiaries and payment runs.
Funder - Funders can book in payment runs once they have been reviewed and approved.
Treasurer - Treasurers can create and update accounts
Sub-Admin - A sub-admin can edit the admin settings in that particular account, including the user permissions. The sub-admin may not be an org admin, so the org admin will need to create new users in the main organisation to add them to the specific account.
Approval workflows
To create an approval workflow, you must have the user added to the organisation and account which you wish to add to a review flow.
Select the Admin category, and the ‘Settings’ sub-category
There will be a review flow section, where the sub admin can set a workflow in the form of stages and add one or more reviewers for each stage, and the number of required approvals within each stage. It is possible to set a single stage with one reviewer. Stages will run in sequence from top to bottom. Within each stage, reviewers can review in any order. You can also choose whether your payment run maker can be a reviewer or not.
Audit Log
In your admin section within your account, you will be able to see an ‘audit’ of all everything which has happened within the account.
The audit log will account for all things that occur within the account, such as: Adding or editing a beneficiary, creating / authorising / booking a payment run, adding a new user to the account and editing user permissions within the account