Getting Started with Approval Policies
Initial setup guide
By Charles1 author8 articles
- 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 on Finofo, including for payments, conversions, and withdrawals.
- 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. 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.