How do I customize a user’s required approvals? 

Primary Customer Administrators (PCAs) and Admins can specify how many approvals are required when a user creates a payment. Here’s how:  

1. In Online Banking for Business, select the Administration tab. 
2. Under “User Management”, choose Manage Users. 
3. Select the User ID of the user you want to customize.  
4. On the User Details page, next to the “Services” section, choose Modify.  
5. Find the service you want to set custom approvals for, and under “Settings” select Company Standard. 
   Note: If this user has already had their service entitlements modified, the link in the “Settings” column will say “Custom” instead.  
6. On the “Service Settings” page, scroll to the “Required Approvals” section, and you can update the number of required approvals you see here. 
   Note: If the number of required approvals is set to “0”, then no additional approvals are required for this user to create and send a payment using this service. They’ll need to confirm their identity using 2-step verification before the funds are released. What is 2-step verification?
7. Select Save. 
8. Then, at the bottom of the services screen, select Save Changes and confirm your identity with 2-step verification. 

You’ve successfully updated the number of approvals this user needs to send payments in this service. 

Did you know you can set up a tiered system where payments above a certain threshold require additional approvals? How to create dynamic approvals