I want to modify 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 with approval permissions in their Role needs to have an approver type assigned to them to identify what kind of approver they are and to which panels they belong to. Please note that approver types are different from Roles.

    If you’re a Primary Administrator and responsible for managing panels, you can rename the default approver types available to names that are more meaningful to your organisation, if you want to rename the Approver Types you will need to do this before adding the approver types to the appropriate panels and assigning the approver types to those users responsible for payment approval in your organisation. If you do not wish to rename the approver types, the default approver types of A through to J need to be approved  before you can set up a panel profile

    When you set up the panel approver types for the first time they will be listed as A through to J. You can have a maximum of 10 approver types. Once an approver type has been modified, the approver types must be approved before they can be added to panels or assigned to users.

    1. On your Administration page, select Manage panels > Panel approver types to display the Panel Approver Types screen.  
    2. Click Down arrow in your organisation’s Client ID’s row and select Modify from the pop-up menu displayed. A screen is displayed that allows you to update the name for approvers A to J. You do not need to update all 10 approver types.
    3. Enter the approver type and approver name you want to use up to 36 characters, for example, Manager or Director of Finance.
    4. Click Update. A message confirming that the name change has been saved is displayed.
    5. Click Close to return to the Panel Approver Types screen. Any changes you make to your organisation’s approver types must be approved.

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