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:
- Choose Task-Based Security in the Security Setup window
- Approvers / Authorizers / Requestors set up their email/ text notifications
- 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.
- Assign Threshold IDs to checkbooks as needed