Overview
The Self-Service Approvals Management feature empowers payers to intuitively configure and manage supplier approval workflows directly within the PaymentWorks platform. Designed for enhanced control and flexibility, this feature supports role-based approvals and streamlines workflow setup for invitations, registrations, and updates. With improved usability and security, users can confidently oversee their approval processes.
Key Features
- Approval Step Table: A centralized hub to manage workflows for invitations, registrations, and updates, enabling multiple steps and rules.
- Workflow Flexibility: Configure multi-step approvals with conditional rules. Customize triggers based on configurable fields, operators, and values for precise control.
- Role-Based Configuration: Leverages PaymentWorks roles to assign approvals to appropriate users, ensuring secure and accurate workflow execution.
- Expanded Operators and Field Types: Allows for detailed rule configuration using an expanded selection of operators and field types for specific approval criteria.
- Exception Handling: Includes a Step Approver role to manage cases with no specific rule matches, ensuring workflows remain uninterrupted.
Additional Resources
- Training Video: Learn more about Creating Approval Rules
For detailed instructions on configuring and using this feature, refer to the full Configuration Guide.