Multi layer approval is a feature for dashboard users to optionally add a chain of approval layer for every disbursement created. This guide will walk you through setting up and using the multi-layer approval feature for disbursement processes, ensuring a seamless, secure, and efficient operation tailored to your organization's needs.

Setting Up Approval Workflows

1. Log in to your merchant dashboard, then navigate to the Settings section, and select Disbursement Settings
2. Click on “Create New Workflow.”
3. Define the workflow name and specify the criteria for each approval layer (e.g., transaction amount thresholds, recipient types).
4. For each layer, you can designate one or more approvers. Enter the approver’s details or select from existing users.
5. Approvers will be notified via email. Customize notification messages if desired.

Please make sure to test your workflow to simulate a disbursement request and ensure the approval process functions as expected.

Managing Disbursement Request

1. When creating a new disbursement, select the appropriate approval workflow from the dropdown menu.
2. Monitor the progress of disbursement requests directly from your dashboard.
3. Workflows can be edited or deleted based on your evolving business needs.

FAQ

1. What is the Multi-Layer Approval Feature?
   It’s a feature that allows merchants to set up customized approval workflows for their disbursement requests, ensuring each transaction undergoes thorough review before processing.
2. Who can set up and manage approval workflows?
   Administrators and users with specific permissions within the merchant dashboard can create, edit, and manage approval workflows.
3. How do I designate approvers for each layer?
   In the workflow setup, you can designate approvers by entering their details or selecting from existing users within your organization who have been granted approval permissions.
4. Can I have parallel approvals within a layer?
   Yes, you can designate multiple approvers for a single layer and configure whether all or just one of them need to approve before moving to the next layer.
5. What happens if a disbursement request is rejected?
   The request will be sent back to the originator with comments from the approver. You can then make necessary adjustments and resubmit the request for approval.
6. How are approvers notified of pending requests?
   Approvers receive notifications through the method specified (email), alerting them of requests pending their approval.
7. Can I edit a workflow once it’s been created?
   Yes, you can edit the details and criteria of a workflow or its layers. However, changes will only apply to new requests and not those already in progress.
8. Is there a limit to the number of layers I can create?
   While the system is designed to accommodate multiple layers to ensure thorough review, there may be a practical limit to maintain system performance and prevent unnecessary complexity.
9. How secure is the approval process?
   The multi-layer approval feature is designed with security in mind, ensuring that only authorized users can approve requests, and maintaining a detailed audit trail for compliance and review purposes.
10. Who do I contact if I have issues or questions?
    For support or further inquiries, please contact our merchant support team through the help section in your dashboard or email us at [email protected].