Auto Review is switched on per sub-organization. This guide is for administrators turning it on for a sub-organization whose documents should be auto-approved. Once it is on, see Trusting a Trading Pair to start auto-approving documents.
Prerequisites
A role with the Manage Organizations permission.
Access to the Settings menu (avatar dropdown, top-right).
Steps
Click the dropdown arrow (▾) next to your avatar in the top-right corner and open Settings.
Go to Manage Organizations.
Expand your main organization, find the sub-organization you want to use Auto Review, and click Edit.
In the sub-organization panel, switch the Auto Review toggle on.
Note: Turning Auto Review on for a sub-organization is done under Manage Organizations and requires the Manage Organizations permission.
Click Save.
Expected Outcome
The Auto Review item is available in the Settings menu, and new Invoice and Purchase Order documents uploaded to that sub-organization now flow through Auto Review. The Auto Review column starts showing icons as trust builds up for each trading pair.
Common Issues
Issue | Cause | Resolution |
No Auto Review icons appear on documents | The sub-organization toggle is off, or the documents are not Invoices or Purchase Orders | Check the sub-organization's Auto Review toggle is on, and confirm the document type. |
The Auto Review menu is not visible | Your role does not include Auto Review access | Only Admin and Manager roles (and Custom roles with the Auto Review module) can manage Auto Review. |
Notes
Auto Review runs on Invoice and Purchase Order documents only.
Switching Auto Review off later does not lose anything - your trusted pairs and their learned values are kept and become active again when you switch it back on.