Only the Account Owner can configure custom authorization rules for an account. If the user is not the Account Owner, the Account Owner must set up custom authorization rules for them.
Creating Custom Authorization Rules
Navigate to Settings → Payments
Select the payment type: Vendor payments
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Choose whether rules apply to:
All payments, or
Payments above a limit
Select the user(s) or user group(s) required to provide the first authorization
If multiple users or a group is selected at any step, only one user in that step is required to authorize before the payment advances to the next step (if applicable).
Adding Additional Authorization Steps
Select Require another authorization
Choose the user(s) or user group(s) for the next authorization step
The same rule applies: when more than one user is listed in a step, only one authorization is required for that step.
When all authorization steps have been configured, select Save
Viewing Who Must Authorized a Payment (Non–Account Owners)
After a payment is submitted, it appears on the Review & Authorize page.
To view required authorizers:
Select the payment to expand details
Choose View details beneath Authorized by
A pop-up will appear showing details about the required authorization steps.