Here is an overview of the user permissions available in your account, set in the admin section.
The Funder permission has been renamed to Booker. This is a change of name only. Existing permissions have been migrated automatically, so everyone who could book payment runs before can still book them, and nobody has gained access they didn't have. You do not need to do anything.
Permissions
Viewer — All users are Viewers. Viewers can see all the information in that particular account. You cannot untick the Viewer box, so to remove someone's access you need to remove the user from the account.
Maker — Makers can create and edit beneficiaries and payment runs.
Booker — Bookers can book payment runs once they have been reviewed and approved. Booking is the point at which payments are sent, and they cannot be changed or cancelled afterwards.
Treasurer — Treasurers can create and update accounts.
Sub-Admin — A Sub-Admin can edit the admin settings in that particular account, including user permissions. A Sub-Admin may not be an organisation admin, so the organisation admin will need to create new users in the main organisation before they can be added to a specific account.
Reviewing a payment run is not a permission. Reviewers are set per account in the review workflow — see below.
Approval workflows
To include someone in an approval workflow, they must already be added to the organisation and to the account you want to add them to.
Select the Admin category, then the Settings sub-category.
In the review flow section, a Sub-Admin can set up a workflow as a series of stages, adding one or more reviewers to each stage and the number of approvals required within each stage. A single stage with one reviewer is fine.
Stages run in sequence from top to bottom. Within a stage, reviewers can review in any order. You can also choose whether the person who made the payment run is allowed to review it.
Audit log
In the admin section of your account you can see an audit of everything that has happened within that account, including:
Adding or editing a beneficiary, whether entered manually or created through a bulk upload
Creating, authorising and booking a payment run
Adding a new user to the account
Editing user permissions within the account
Login activity