4 Eyes Check

Overview

The 4 Eyes Check feature enhances the security and accuracy of financial transactions by requiring a secondary approval from a different authorized user. This feature can be enabled or disabled based on the organization's policy needs and is specifically designed for operations conducted via the Dashboard.

It's important to note that the scope of this feature is limited to Member actions related to payments and payees. End User actions are not subject to the 4 Eyes Check process.

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Important Notice

You need to have at least 2 platform users onboarded with proper roles to be able to use this feature.

Please remember that payment/payee CANNOT be approved/rejected by the same person who created the payment/payee

The 4 Eyes Check feature applies solely to all objects created via the Dashboard, regardless of the user initiating the action (e.g., a user creating a rule). Once enabled, this requirement applies generally, with no exceptions.

Key Functionalities

Role-Based Enablement:

The 4 Eyes Check process can be configured by user with Admin role. Rules for this process are defined by currency, threshold, and the selection of approvers.

Object-Specific Rules:

The 4 Eyes Check process can be enabled or disabled individually for the following objects:

• Create Payment
• Create Transfer
• Create Payee