Approving and rejecting user changes

When dual approval for non-financial actions is enabled, you may need to approve or reject changes within these pages. You can edit users on the User Management, Company Policy, and User Roles pages. Make sure you entered all of your changes within these pages before saving and submitting them. Once you submit the policy, the pending policy is locked and must be approved or rejected before you can make further changes.

After saving policy changes, you have the option to reject the recent changes. This is especially useful if you made an unnecessary policy change.

Note:   A user will only see approved changes to their own User Role once they log off and log back in.

To approve user changes

1. After making changes, click or tap Save. The Approve and Reject buttons appear on the page.
2. (Optional) Click or tap View Active Policy to see the current policy.
3. Click or tap Approve to approve the changes.

To reject user changes

1. After making changes, click or tap Save. The Approve and Reject buttons appear on the page.
2. Click or tap Reject. The Policy Changes Cancelled overlay appears confirming the rejection.

Note:  Contact our financial institution for more information on approvals and rejections of non-financial actions.