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
  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 as needed
Last modified: August 6, 2020

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