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.
Creating an authorisation flow
Click on “Add preset” to create a new authorisation flow.
Enter a name and description for the new authorisation flow.
Adding an authorisation tier
Click on “Add tier” to create a new value threshold.
Enter the default authoriser for the first threshold, as well as additional authorisers the user can select as an alternative.
Adding a tier-1 authoriser
Click into the drop-down box and select the default authoriser.
Click into the drop-down box to select optional, selectable authorisers.
Setting up a tier-1 threshold value
Enter a threshold value. The first threshold must be 0 or more.
Add more tiers to the authorisation flow as required.
Adding a tier-2 authoriser
Click on “Add tier” to create another value threshold.
Open an existing preset to modify the settings.
Saving your changes
Click on “Save” to save your changes to the authorisation flow.
Assign the preset to users whose orders should be subject to the authorisation flow.
Click on “add users” and select a user from the drop-down list.
You can now add more users as required.