Skip to main content
Contact

Manage Authorisation Panels

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Company Administrators must complete Know Your Customer (KYC) requirements for each geography you operate in, and log in with a security device to perform administration tasks.

About Authorisation Panels

Company Administrators can create and manage Authorisation Panels, allowing your organisation to setup threshold amounts and up to six approver sequences, for your payments and direct debit requests. You can also create account rules if your organisation needs restrictions on who can approve based on the funding account.

Approve Panel Changes
To approve changes made to an Authorisation Panel, follow the steps below:
STEP ACTION
1 Click Administration > Other Settings menu.
2 Click on the Panel in the Authorisation Panels section with a Pending Approval workflow status.
3 Click Approve on the Control Bar.
RESULT: The change is approved and is implemented.
Delete Panel
To delete an Authorisation Panel, follow the steps below.
  • This action cannot be reversed. Once an Panel has been deleted it cannot be reinstated.
  • An Authorisation Panel cannot be deleted if it is assigned to a product in your Authorisation Matrix
STEP ACTION
1 Click Administration > Other Settings menu.
2 Click on the Panel in the Authorisation Panels section.
3 Click Delete on the Control Bar.
4 Click Yes in the confirmation pop-up window.
RESULT: The result will be dependent on your organisation's Administration Model:
ADMINISTRATION MODEL OUTCOME
One Administrator A confirmation message indicates the panel has been deleted.
The panel is now in a Deleted workflow status.
Dual or triple Administrators The request will require additional approval.
The panel is now in a Pending Approval - Delete workflow status.
The panel requires another Administrator(s) to either approve the deletion of the panel or reject.
Edit Panel
To edit an Authorisation Panel, follow the steps below:
STEP ACTION
1 Click Administration > Other Settings menu.
2 Click on the Panel in the Authorisation Panels section.
3 Click Edit on the Control Bar.
4 Update the panel details as required.
5 Click Save on the Control Bar.
RESULT: The result will be dependent on your organisation's Administration Model:
ADMINISTRATION MODEL OUTCOME
One Administrator A confirmation message indicates the custom role is created.
The panel is now in an Approved workflow status and changed are implemented.
Dual or triple Administrators The request will require additional approval.
The panel is now in a Pending Approval workflow status.
The panel requires another Administrator(s) to either approve the panel changes or reject.
Reject Panel Changes
To reject changes made to an Authorisation Panel, follow the steps below:
STEP ACTION
1 Click Administration > Other Settings menu.
2 Click on the Panel in the Authorisation Panels section with a Pending Approval workflow status.
3 Click Reject on the Control Bar.
4 Enter your rejection comment and click Reject to confirm your action.

RESULT: The change is rejected and will not be implemented.
Errors and Alerts
Error and alert messages such as 'fields validations' display information about the impacted field(s) and highlights the field(s) in red. You can update the information within the impacted field(s) and continue processing.

Mandatory field validations:

Error - Mandatory Fields.png

Know Your Customer validation:

Company Administrators need to provide additional Know Your Customer (KYC) documents to meet regional regulations for all geographies you operate in, outside of Australia and New Zealand. Please contact ANZ to complete the KYC process. Error - Incomplete KYC.png

You may find these helpful

YouTube videos may not be available in some ANZ geographies.

Guides

Videos

Need more help?