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Approval Policies Guide
Everything you need to know about approval policies and workflows on Finofo.
Getting Started with Approval Policies
Initial setup guide
How to track and manage approvals?Track and manage approvals easily. View approval status, approvers, timestamps, and rejection reasons from your dashboard.
A step-by-step guide to setting up approval policies on FinofoSet up approval policies on Finofo step by step. Define workflows, assign approvers and executors, and manage transaction approvals.
How to create an approval policy?Set approval policies for transactions on Finofo, including payments, conversions, and withdrawals. Control approvals based on amount and approver groups.
What are policy ranges in an approval policy?Define approval policies using amount-based ranges. Set thresholds, assign approver groups, and trigger workflows automatically.
How to assign an approver group to a policy?Assign approver groups to approval policies for payments, conversions, and more. Set amount thresholds, select approvers, and enforce transaction approvals easily.
How to create approvers group?Create and assign Approver Groups for approval policies. Customize approval stages, set required approvals, and manage transaction reviews easily.
How to assign executors in my team?Assign executors to process approved or unapproved transactions.
How to approve transaction requests?Learn how to review, approve, and process transaction requests. Track approval status and payments from a single dashboard.