How can I restrict the Requesters of Batch Payments?
ApprovalMax allows restricting Requesters in terms of what data they can see and use when creating Batch Payments. Access rights, for example, can be configured so that a particular Requester is only allowed to select certain Suppliers or Bank Accounts.
This is how you restrict a Requester:
- Click on the matrix icon
in the first step of the workflow to open the Requester matrix:
- Add the Requesters who will be allowed to create Batch Payments.
- Specify the restriction criteria, such as Supplier and/or Bank Account:
- Click on DONE to save your changes.
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