Dual Action for non-financial transactions

After a user makes non-financial changes in the User Roles, Company Policy, or Users pages, you will need to approve or reject them. The user will only see approved changes once they log off and log back in.

Examples of non-financial changes that can be approved or rejected include:

• Removing a feature
• Editing account access rights
• Changing a user's assigned User Role
• Activating a user
• Assigning a role to a user
• Making User Role edits
• Making Company Policy edits

For your own non-financial changes, another user with rights to access the pages where the changes occurred may have to approve your changes. You will only see approved changes once you log off and log back in. In both cases, the policy will have a pending status until a user approves the changes.

Caution:   An approver can't make a change, approve it, and then use the new rule in the same session. Approved changes will only take effect after logging off and logging back in.

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