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How to manage permission and approval settings

View and manage which features will be available to assign to users and how many people will be needed to approve a task before it can be completed.

Step 1

Hover over Services & preferences and select User administration.

 

 

 

 

Step 2

Click Admin settings and select Permissions and approvals.

 

 

Enable and manage approval workflow

Certain Westpac Live tasks can be set up to require approval. You can delegate 1, or up to 4 users to be approvers of a task. Once all approvals have been provided the task will be processed. Bear in mind that users set up as Senior Approvers, are able to override the approval workflow for all tasks including payments but not including Administrator tasks.

 

 

Tip

In Westpac Live both accounts and features may require a number of people to approve payment or administration tasks before they can be processed.

Account level approvals are set up when the account is created and will be respected in Westpac Live.

Where you have also set up a feature in Westpac Live, such as Pay Anyone payments to require approvals, the number of approvals will be governed by whichever is higher.

For example:

An account you are making a payment from requires 2 people to approve it, but you have set Pay Anyone payments to require one approval in Westpac Live.

In this instance the payment will require 2 approvals before it can be processed.

Things you should know

Enable or disable features: Features such as Payments can be disabled for everyone. Where this is the case, the feature will not be available to new or existing users.

Enable and manage approval workflow: Certain Westpac Live tasks can be set up to require approval. You can delegate 1, or up to 4 users to be approvers of a task. Once all approvals have been provided the task will be processed. Bear in mind that users set up as Senior Approvers, are able to override the approval workflow for all tasks including payments but not including Administrator tasks.

Payment cut-off times: Payments scheduled for a future date that require multiple approvals, will need all approvals processed by midnight (AEST), on the date the payment has been scheduled for. Where approvals are outstanding for a payment at this time, the payment will need to be recreated.