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 Internet Banking Solutions for Businesses, 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:

1. Sign in to Internet Banking Solutions for Businesses.
2. In the left menu under Administration, click Manage access.
3. Select the Users and permissions tab.
4. In the search bar, enter the user's first name, last name, or code.
5. Click Edit permissions, then Manage job roles.
6. Select the tab for the job role you want to edit.
7. Click Activate or Deactivate under the Self-Approve column for each permission.
8. Click Save.
9. 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.