Payment approvals
In order to provide you with greater control over payments from your bank accounts, we have split responsibilities for making and approving payments into two separate roles; Request payments and Approve payments. Learn more about roles and memberships.
While these roles can be used for API-based requests, they are primarily for use within our customer app.
Requesting a payment
If you have the Request payments role then you are able to create payments in your Griffin app, but unable to submit them. From the payments page, or any account page, you can use the "move money" button as normal to create a payment. Once you've created the payment, it will be added to the queue of payments to be approved.
Approving a payment
As a payment approver, you will be able to see payments awaiting approval in the Payments section of your Griffin app. By default, this list is filtered for payments that are awaiting approval, but you can also look at previously approved payments, or all payments.
Even if you have the Request payment and Approve payment role you will not be able to approve payments you have created, but you can approve payments created by others. If you want to approve your own payments, you will need the Approve own payments role.
Approving your own payments
If you do not want to use the payments approval feature, you can give your users the ability to approve their own payments. Payments will be submitted when they are created, rather than having a second approval step.