This video will guide you through the steps necessary to fully set up approval workflow, authorization and signature logic using the Task-Based Security model:

Follow these steps to set up Task-Based Security:

  1. Choose Task-Based Security in the Security Setup window
  1. Assign Mekorma Security Roles and Tasks
  1. Assign Signature Files to Users
  1. Approvers / Authorizers / Requestors set up their email/ text notifications
  1. Set up Threshold IDs. The way a Threshold ID is configured will define whether secure approval workflow, batch authorization, or signature logic only is applied to the payment process.
  1. Assign Threshold IDs to checkbooks
Last modified: December 12, 2019

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