How to Set Up Dual Approvals
Go to the Payments tab
Select For Approval
Set a minimum threshold amount
Any payment or transfer above this threshold will require approval from another admin before it can be completed.
What Users Will See
When submitting a payment that requires approval, a banner will appear on the review screen notifying the user that additional approval is needed.
The transaction will remain pending until it is approved by an admin.
How Approvals Work
All admins on the account can approve transactions
Admins are notified via:
Email
SMS (if they have a U.S. phone number on file)
Admins can approve transactions by:
Clicking the link in the notification, or
Navigating to the Controls tab to view pending approvals
Approval Logic
If there is only one admin:
That admin’s transactions will not require approval
Transactions initiated by members will still require approval
If there are two or more admins:
All transactions above the threshold require approval
Approval must come from another admin (standard dual approval flow)
Roles & Permissions
Admin
Full access to all accounts, security settings, and team management
Can set up and approve dual approval rules
Can approve transactions
Acts as an account signatory
Member
Can initiate transactions and submit payment requests
Cannot approve transactions
External transfers require admin approval
Summary
Dual approvals help ensure that high-value transactions are reviewed before being processed, reducing risk and improving control over fund movements.