Bank Accounts

Overview

This page will let you manage action creation for bank account actions.

Create

Create can be set to “Automatic approval” which means no actions will be created, or “Manual Approval” where they will have an action to approve.

With manual approval, you can set multiple options.

• How many approvers are needed
• Either Administrators, Users with the Manage user role or specific users
• Allow users who made the change to approve their own actions
• What approval method to use

Edit

Edit can be set to “Automatic approval” which means no actions will be created, or “Manual Approval” where they will have an action to approve.

With manual approval, you can set multiple options.

• How many approvers are needed
• Either Administrators, Users with the Manage user role or specific users
• Allow users who made the change to approve their own actions
• What approval method to use

Removal

Removal can be set to “Automatic approval” which means no actions will be created, or “Manual Approval” where they will have an action to approve.

With manual approval, you can set multiple options.

• How many approvers are needed
• Either Administrators, Users with the Manage user role or specific users
• Allow users who made the change to approve their own actions
• What approval method to use