Approval rules for subusers

Now let’s take a look at Approval rules for subusers, which is anyone that's not the Corporate Admin.

Like we did with the Corporate Admin, let's look at the approval rules for Interac e-Transfer^® for a subuser as an example. Under Interac e-Transfer Send Permissions, you’ll see the approval rules set for the subuser. To change this approval rule, click Edit role.

Click Next to skip changing the role name and description. Select the payment type you want to edit from the left side bar—in this case we'll look at e-Transfer.

Under Interac e-Transfer Send Permissions and Approval rule, you have the option of applying a Single approval workflow, a Dual approval workflow (where two approvers will be required) or Deny, where the transaction will simply be denied if certain conditions are met. In this video, we'll select Single approval. Once you select your approval type, you'll be able to set the Transaction amount limit and the Daily amount limit. These are the limits that will trigger the approval workflow. So if anyone in this Role exceeds either of these limits, their actions will need to go through an approval workflow.

Select the roles who can approve these transactions from the roles listed. Anyone in those roles, as well as the Corporate Admin, will be able to approve any e-Transfers sent by this role.

When you're done making your changes, click Next. Here you can review the changes you've made. Click Save to confirm your edits.

The approval rules for all the other payment functionalities under Services & Permissions will look the same and can generally be edited in the same way. The exception is when there are mandated approvals.

Mandated approvals

When a mandated approval rule is applied by ATB, then all users (Corporate Admin included) are subject to that approval.

In this example, let's look at a wire payment with a mandated approval in place. Here, there's a mandated approval rule that any Canadian wire that's of any amount more than zero will trigger an approval workflow to the selected roles. If you want to change a mandated approval, get in touch with your Relationship Manager. They’ll be able to arrange for the changes for you.