Segregation of duties is a control that holds sensitive actions until they receive the required number of independent approvals. This article covers how to set the number of approvals for each action and how to choose who can approve.
Only Payhawk Administrators can change the Segregation of duties settings.
To set the required approvals for a sensitive action:
In the Payhawk Web Portal, go to Settings > Workflows.
On the Segregation of duties tab, select the desired sensitive action by clicking on it.
In the dialog that opens, from the drop-down menu, set the number of approvals required before the action can go through, for example, 1 approval.
Under Notify, switch off the toggle buttons next to the users you don’t want to be asked to approve this sensitive action.
Excluding a user doesn't change their role or their permissions. They keep their access to everything else, and you can add them back to the eligible approvers list at any time.
Click on Save changes.
Since segregation of duties protects sensitive changes, your update doesn’t take effect right away. Payhawk holds it as a Change pending approval and marks the action as Pending approval until an eligible approver approves it. You cannot approve your own change to the settings.