A Panel can be as simple or as complex as is required. It can contain one or more thresholds, and each threshold can contain one or more sequences of approvers. For more information about Panels, click here.
There are three steps to implement a panel:
- Assign an Authorisation Group to approvers
- Create the Panel - see below
- Assign the Panel to one or more payment or direct debit products in the Authorisation Matrix
To create a new panel, follow the steps below:
| STEP | ACTION |
|---|---|
| 1 | Go to the Administration > Other Settings screen |
| 2 | Click New Panel in the Authorisation Panels section:
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| 3 | Enter a Panel Name up to 40 characters |
| 4 | Select a Payment Currency from the drop-down list |
| 5 | Enter a Panel Description up to 40 characters |
| 6 | If you need to add account rules, select Selected Accounts, click Add and select one or more accounts from the Account Search pop-up window. When you have selected the accounts, click Ok to close the pop-up window.
If you are using account rules, you need to ensure that all accounts are in a rule. To add additional rules, click Add Rule and click Add to add the other accounts as applicable. Click on a rule to assign the thresholds and approval sequences as required:
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| 7 | Enter the Threshold Maximum Amount. If this is unlimited, add all 9’s.
If there is more then one threshold amount in your panel, click Add New Threshold and enter the details for the new threshold. Note that you can have as many thresholds in your panel as required. A Remove Threshold button will be displayed after you have added a value should you need to delete a threshold.
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| 8 | Select the Approver Sequence and Order. If you need more than one sequence, click Add Sequence:
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| 9 | Click Submit
RESULT: The result depends on the Administration Model being used:
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