Set up Transfer Approvals

Overview

Setting up Transfer Approvals is a two-part process. First, you create an approval template that defines who can approve and how many approvals are needed. Then, you enable approvals for transfers and select the active template.

Before you start

Confirm the following before you begin:

At least one team member or linked child account is added to your account.
You are an account owner, or have the Manage Approvals Settings and Manage Transfers Settings roles, to access Product Settings.

❗️
Only team members and linked child accounts can be set as approvers. Add them to your account before creating a template.

1. Create an approval template

Open Product Settings > Approvals.
The Build tab is shown by default.

2. Add approvers

Select approvers from the dropdown. The list shows team members by email and linked child accounts by trade name.
Select each approver you want to include and click the Add button.

If an approver is no longer in your team, a warning badge appears next to their name.

3. Choose the approval mode

Use the Hierarchical Approval and Require All Approvers toggles to control how approvals are collected.

Setting	Result
Hierarchical Approval on	Approvers must approve in the order listed. The request moves to the next approver only after the current one approves.
Hierarchical Approval off, Require All Approvers on	Every approver must approve. The order does not matter.
Hierarchical Approval off, Require All Approvers off	Any single approver can approve the request.

When Hierarchical Approval is on, Require All Approvers is disabled because sequential approval already requires all approvers.

4. Name and save the template

Enter a name for the template.
Select Save.
The page switches to the Manage tab, which shows your saved templates.

From the Manage tab, you can select Edit on any template to update its approvers or mode.

5. Enable approvals for transfers

Navigate to Product Settings > Transfers.
Turn on the Require approval from a designated approver switch.
Select the template from the Active Approval template dropdown.

❗️
Once enabled, all new transfers in the account require approval before they are processed. Transfers created before enabling are not affected.

Setup checklist

At least one team member or linked child account is added to your account.
An approval template is created with the correct approvers and mode.
The approval toggle is enabled in Product Settings > Transfers.
The correct template is selected as the active template.

Good to know

The same approval templates are shared across products. A template you create here can also be used for expenses and invoices.
You can create multiple templates and switch the active one at any time from Product Settings > Transfers.
Disabling the approval toggle does not delete your templates. You can re-enable approvals later without recreating them.