Dual sign off is a security function that requires two people from a business to complete a payment from an account. A payment will be processed from the account when one person from the business inputs the payment request and another authorised individual confirms the request from within the account dashboard.
With dual sign off enabled certain actions will require signatories designated by the account admin to authorise before they are completed. The account admin can designate a multi-user as an A Signatory, B Signatory, Payment Inputter, Viewer or Master when setting them up as a user.
Users will have pre-set permissions depending on what they are designated as, however extra permissions can be added if required. More information on setting up multi-users can be found here.
Setting up dual sign off
An account must have at least one multi-user with the Approve Payments permission to enable dual sign off. This can be a Master, A or B signatory, or another user who has had the Approve Payments permission manually granted.
To enable dual sign off the account admin will need to go to the Checkout area from their account settings and use the box provided to set a payment limit that determines when dual sign off will be required.
While the limit is awaiting approval the box can't be edited and will show the requested limit, and once approved you will be able to make changes to the limit rules and which signatories are required to sign off on certain payments.
Once the limit has been approved you will be able to make changes to it the same way, and you will also be able to make changes to the dual sign off payment rules on the account.
Default payment rules will mean any user with the Approve Payments permission will be able to sign off on a requested payment, but you can add further rules to this by using the tick boxes provided. The tick boxes will allow you to choose whether you want payments that are over/under the payment limit you set to require authorisation from a designated A signatory, B signatory or both.
If you decide to lock the authorisation of payments down to signatories only it will mean that even regular users with the Approve Payments permission won't be able to authorise a payment unless designated as a signatory. The account admin and Master users are able to authorise even if not specifically designated as an A or B signatory.
Updates will be immediately actioned after selecting your preferences and clicking Save Changes.
Multi-user account types
Below details what default permissions different multi-user account types will have, but additional permissions can be given on top of the default permissions for each:
Master - a master user will have all permissions and functionality enabled on their account, similar to that of the account admin.
A Signatory - an A signatory will have the ability to make and approve payments by default.
B Signatory - a B signatory will have the ability to make and approve payments by default.
Payment Inputter - a payment inputter will only have the ability to make payments by default.
Viewer - a viewer will only have the ability to view accounts by default.
Have any questions? Get in touch!