I want to approve the changes to the panel approver types

  • If your organisation has panel approval set up for your Commercial Banking Online service, payments must be approved by a panel, or group, of users. Each user within a panel needs to have an approver type assigned to them to identify what kind of approver they are.

    If you’re a Primary Administrator and responsible for managing panels, you must approve any name changes to an approver type before the approver type can be added to a panel or assigned to a user.

    1. On your Administration page, select Manage panels > Panel approver types to display the Panel Approver Types screen.
    2. Either click Down arrow in your organisation’s user group’s row and select Approve from the pop-up menu displayed or tick your organisation’s user group’s row and click Approve.
    3. A message is displayed to confirm your approval. Click Close to close the message and return to the Panel Approver Types screen. Once your approver types are approved, they can be added to panels and assigned to those users who need to approve payments in Commercial Banking Online.
    4.  If you are using the default panel approver types, they will be titled A through to J; however, if you wish you can modify the names of the panel approver types to better suit the needs of your organisation.

    Depending upon whether your organisation is setup with single administration or dual administration will determine how panel approver types can be approved.

    For your security, we recommend dual administration where possible.

     

     

    What kind of administration do you have? 

     

     

    What approval types do you have selected?

     

     

    Changes a Primary Administrator can approve

     

    Approve

    Approve own

    Auto approve

     
     
     

     Single administration

       

    Can approve changes made by others

     

    Can approve their own changes and changes made by others.

    To approve a change, the Primary Administrator will have to return to the list view

    Can approve their own changes and changes made by others. 

    Changes are approved instantly once authenticated. 

    Dual administration

       

    Can approve changes made by others


    Please note: Approve own and Auto approve are not applicable for dual administration.

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