Configuration

The Dashboard Configuration view is only available to Administrators. Configuration should be handled with caution, and with the help of Treezor for advanced features.

Approval workflows

The Approval workflows tab allows you to define actions for which an approval from a team member is necessary before execution. This applies only to the most sensitive actions regarding payments and beneficiaries.

Define actions to approve

Here are the actions that support dual validation:

• Make a payout
• Make a wallet-to-wallet transfer
• Create a beneficiary
• Edit beneficiary IBAN or name

To define which actions will request the approval of another team member, tick the corresponding checkbox.

In addition, you can set a minimum amount that triggers the need for approval for payments.

Define approvers

Once you've selected your actions, you can define who in your team has the ability to approve each action. Please note that:

• You need at least 2 approvers per type of action.
• The approvers picklist displays only Dashboard Users with the necessary role to approve the type of action.