Certain users in PaymentWorks can reset and restart the approval workflow for vendor registrations. This feature is designed for administrators or roles with system oversight responsibilities, allowing them to correct mistakes or make changes to approvals.
What is the Reset Approvals Feature?
This feature allows authorized users to:
- Rescind registration approvals.
- Restart the approval workflow if an error occurs or if a decision is made to halt the vendor onboarding process.
Key Considerations:
- Resetting approvals will remove all previous approvals for the registration.
- The action cannot be undone.
- Best practice: Limit this permission to superusers and admin roles to prevent unintentional resets.
Conditions for Resetting Approvals
Approvals can only be reset under the following conditions:
- The user has the Reset Approvals permission. (Granted by default to superusers and admin roles.)
- The registration status is Pending, Approved, or Processed.
- ⚠️ Registrations with the status Connected, Returned, or Rejected do not qualify for resets.
How to Reset Approvals
Follow these steps to reset approvals for a registration:
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Verify Status
Ensure the registration’s status is either:- Pending Approval
- Approved
- Processed
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Locate the Reset Approvals Button
If conditions are met, the Reset Approvals button will appear in the vendor registration form.-
For Pending Approval:
The button appears while awaiting additional actions or validations.
Important: Avoid resetting approvals until bank validation is complete if applicable. -
For Approved:
The button is available after the final approval is made. -
For Processed:
The button remains active if processing is underway but not yet finalized.
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-
Confirm Reset Action
Click the Reset Approvals button. A confirmation prompt will appear.- Review the confirmation message carefully.
- Confirm your intent to reset the approval workflow by clicking the appropriate button.
When to Use This Feature
- An approver unintentionally approved the wrong registration.
- A decision is made not to proceed with onboarding the vendor.
- Updates or corrections to the approval workflow are required.
Need More Help?
If you need assistance or further clarification, please visit our Knowledge Base or contact PaymentWorks Support.