Setting up an authorisation flow.


 

Customer account - Users & Settings - User presets - Authorisation flows.

Presets can be assigned to multiple users. An authorisation flow allows you to restrict a user’s ability to place orders. Multiple authorisation tiers can be enabled based on the order value.

 

1.

Creating an authorisation flow

Click on “Add preset” to create a new authorisation flow


 

Customer account - Users & Settings - User presets - Authorisation flows.

Enter a name and description for the new authorisation flow.

 

1. 

Adding an authorisation tier

Click on “Add tier” to create a new value threshold.


 

Customer account - Users & Settings - User presets - Authorisation flows - Create preset - Authorisation flow - ADD TIER – TIER 1.

Enter the default authoriser for the first threshold, as well as additional authorisers the user can select as an alternative.

 

1. 

Adding a tier-1 authoriser

Click into the drop-down box and select the default authoriser.

 

2.

Optional

Click into the drop-down box to select optional, selectable authorisers.

 

3. 

Setting up a tier-1 threshold value

Enter a threshold value. The first threshold must be 0 or more. 


 

Customer account - Users & Settings - User presets - Authorisation flows - Create preset - Authorisation flow - ADD TIER – TIER 2.

Add more tiers to the authorisation flow as required.

 
1. 

Adding a tier-2 authoriser

Click on “Add tier” to create another value threshold.


 

Customer account - Users & Settings - User presets - Authorisation flows - Modify preset - Authorisation flow.

Open an existing preset to modify the settings.

 

1. 

Saving your changes

Click on “Save” to save your changes to the authorisation flow.


 

Customer account - Users & Settings - User presets - Authorisation flows - Modify preset - Authorisation flow.

Now you’ll have to assign the preset to users whose orders should be subject to the authorisation flow.

 

1. 

Adding users

Click on “add users” and select a user from the drop-down list.

 

Optional

You can now add more users as required.