How do I manage payment approval permissions?
Only a user with Firm Administrator permissions can manage the payment approval permissions. If additional admins need to be added, follow these steps.
If you're a firm admin, follow the steps below to manage payment approval permissions.
Navigate to Firm Settings > Settings.
Click on the People tab. Next, click the 3 dots next to the user you will be updating, then select Edit.
Review and confirm user information, including user type, job title, Administrator permissions, and Portfolio Insights access.
Click Continue to proceed to payment approval permissions.
Select the entities this user needs access to. You can choose whether to apply the same access levels across all entities.
To grant payment approval permissions, check the box next to the Payments role/permission.
Click Save Changes.