Authorization

what you will learn ✅ h h ow to set users to be partner wire approvers ✅ h h ow to authorize a wire if you are new to wires we recommend you read the wires docid\ hfnmqa22w2bnqajijpavt overview before starting this tutorial partner wire approval role to authorize wires in cos explorer, you must first assign users the partner wire approver role only an admin user from your team can perform this task, and admins are designated during your onboarding and account setup in the admin menu click users the user details screen displays click the 3 dot menu to edit the fields and select partner wire approver please note that there is only one wire approver role and it can be used to clear both auth and dual auth a uthorize a wire when a wire is originated above your verification threshold amount it goes into pending status find your wire so you can approve it under wires , click wires search and look for wires that have a pending status the auth and dual auth columns display statuses with colored boxes the color of the box indicates the action required a pink box with pending status under either column means the wire must be verified via authorization before it is sent for processing if there is a pink box with pending status under both columns, then 2 different users will have to approve a green box showing approved means that approval was provided for the respective auth a grey box showing not required means the wire does not need to be verified via authorization if only the auth column contains a pink box showing pending , only one user is required to clear the authorization click the wire that needs the review the wire details screen displays if the wire is ready for authorization, go to payment tasks and click approve wire there is no expiration on wires that require auth or dual auth make sure you have enough users with the correct access to approve wires in these holds the user who originates the wire and the wire approvers must be different users, and may require up to 3 people total the approve wire pane displays enter the wire amount and at the bottom of the screen, and click approve make sure you review the wire details before you approve it when the first approver approves the wire, auth displays in the wire details screen with a green box indicating the wire was approved, along with who approved it and when if the wire requires dual auth approval, then when the second approver completes the approval, dual auth displays with a green box as approved , along with who approved it and when the approval process for both auth and dual auth are the same if the wire requires dual authorization because it exceeded both your authorization and authorization 2 thresholds, then once the first user approves auth , a different user must follow steps 1 5 above to approve dual auth if the same user who just approved auth or the wire originator attempts to approve the wire, an error message displays you will not be notified that it's your turn to approve a wire that's in an authorization hold it is your responsibility to ensure you monitor the wires that require approval after the authorization hold clears, the wire may also be subject to other holds during the screening process