If your organization requires additional security for Account Management functions, you can appoint authorizers to approve requests. Authorizers are users who provide additional layers of security for different Account Management functions.
There are two levels of authorizers: Primary and Secondary. These levels of authorization let you match Account Management access to your organization's approval process. A Primary Authorizer is the highest level of approval while a Secondary Authorizer is the next level of approval. You can also have Dual Authorizers, who can serve as both Primary and Secondary Authorizer.
For example, your organization might require additional layers of security for funding withdrawals. In this case you might add your CEO and CIO as users to your account, making your CEO the Primary Authorizer and the CIO the Secondary Authorizer. Your Security Officer would then configure the number of authorizers required to approve withdrawal requests.
Security Officers set up authorizations on the Settings > Account Settings > Users & Access Rights screen in Account Management.
Primary and Secondary Authorizers authorize pending changes in Pending Items.
To configure authorizers
Click the Configure (gear) icon.
The Users & Access Rights screen opens. The Authorizers panel shows all Account Management functions that require authorizers, how many primary and secondary authorizers are required for each function and a link to view the user(s) who are designated as primary, secondary or dual authorizers.
Note: The list of Account Management functions that can be assigned authorizers is predetermined based on our experience with our clients.
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The Configure Authorizers screen opens.
