Task-Based Security

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:

Following these steps will help you take full advantage of the options available in Task-Based Security:

1. Choose Task-Based Security in the Security Setup window

2. Assign Mekorma Security Roles and Tasks

3. Assign Signature Files to Users

4. Approvers / Authorizers / Requestors set up their email/ text notifications

5. 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.

6. Assign Threshold IDs to checkbooks as needed