How do I activate or deactivate self-approved users?
Good to know
- If you already have an approval level associated with your job role and the right to approve, the self-approved feature is automatically activated.
- A user with self-approval and the right to approve will be able to approve the actions they initiated.
- If you want to withdraw the self-approved right from a user, you'll need to go and deactivate it.
To activate or deactivate self-approved users in online banking for business, first make sure you have :
- The Manage self-approved permissions permission and the associated rights to View, Create, Delete and Approve
- The Manage users permission and the associated right to View
- The Manage permissions permission and the associated rights to View, Change and Approve
- The Manage legal entities permission and the associated right to View
- The Manage account groups permission and the associated rights to View and Create
- The Manage job roles permission and the associated right to View
- Self-approved rights for each permission, if required, which is used to approve a task that users initiate themselves
To activate or deactivate self-approved users :
- Sign in to online banking for business.
- In the left menu under Administration, click Manage access.
- Select the Users and permissions tab.
- In the search bar, enter the user's first name, last name, or code.
- Click Edit permissions, then Manage job roles.
- Select the tab for the job role you want to edit.
- Click Activate or Deactivate under the Self-Approve column for each permission.
- Click Save.
- Select the Approval log tab to approve whether the self-approved right is activated or deactivated.
Watch our demo to learn how to manage approval rules.