How to set Approval Workflow in Airwallex
Airwallex Reference : https://help.airwallex.com/hc/en-gb/articles/6693127900687-How-to-manage-Transfer-approval-workflow
How to create or edit a transfer approval workflow?
Invite users
Please ensure that users you want to approve transfers are added to the account and have Create/Edit Transfer permissions.
You can add someone as a user and update their permissions by navigating to ‘Account > User Management’ in the Web App.’
Create or edit transfer approval workflow
To access the Transfer Approval feature in the Web App, navigate to ‘Transfers > Transfer approvals’.
- In the workflow, you can define one or more value amount ranges (or “layers”) for which approval will be required. For example, you can define that for a transfer that is less than a certain amount, no approval is required.
- For each amount range (or “layer”), you can define one or more approval steps. For example, you can define that for a transfer that is more than a certain value amount, approval is first required from a junior manager, then from the head of the department.
- In each approval step, you can define one or more approvers. When there are multiple approvers, you can further define whether any or all of them must be approved. For example, you can define that a transfer of any amount can be approved by any one of the finance managers.
- You can also choose:
- whether users can approve a transfer they created themselves
- whether users can approve the same transfer through multiple approval steps
- whether the approval workflow also applies to the transfers initiated through client API
Once submitted, the account Owner users of your Airwallex account will be notified through an email regarding the request.
Review the request to change the transfer approval workflow
As the Owner user of an account, you are notified when someone submits a request to change the transfer approval workflow. You can review the request by comparing the before and after in the web app.
Once approved or rejected, the submitter user will be notified through an email regarding the decision.
Once approved, all users with the Manage access to Transfer approval will be notified through an email regarding the change.