Once you have created approver groups, you can assign them to approval policies for different transactions.
How to set up an approval policy
Click on the Approvals tab on the left sidebar of your dashboard.
Go to the Policies section.
Select the base currency for your approval policy. All amount ranges will be denominated in this currency.
Click Edit to modify an existing policy or Create Payment Policy for a new one.
How to assign an approver group
Enter the transaction amount range that requires approval.
Select the approver group to be assigned.
Click Save to apply the policy.
For example, if you want approvals for payments above $60,000 CAD, enter the amount, select the approver group, and save. Once set up, any payment exceeding this threshold will require approval before processing.
Additional note
You can create new approver groups directly within this section.
Policies can be applied to different transaction types, including Payments, Conversions, Real-time Transfers, Direct Debit Deposits, and Withdrawals.
📖 Learn more about policy ranges and how they apply to approvals here.
💡 Tip
Need more help? Don’t hesitate to contact our support team at [email protected].