This article explains how to manage payouts using the "Withdrawal with approval" role. It outlines the process from creating a payout request to obtaining approval from an admin or owner.
How to set up and manage payouts that require approval?
Step 1: Assigning the Withdrawal with Approval Role
Access User Roles: Go to the admin panel. Navigate to the Wallet Details section.
Assign Role: Assign the Withdrawal with approval role to the users who should be restricted from making withdrawals without approval.
Step 2: Creating a Payout Request
Initiate Payout:
- Users with the Withdrawal with approval role can create payout requests.
- These requests will be automatically placed in the Waiting for approval status.
Notification to Admin:
- Admin and owner users will receive email notifications and can see the requests in the Events tab.
Step 3: Approving the Payout Request
Review Request:
- Admin or owner users should review the payout request in the Events tab.
Approve or Reject:
- Approve the request to process the payout or reject it if necessary.
Additional Information:
- Limitations: Payouts from the Merchant Wallets should be approved within 15 minutes to ensure that the rates are reserved.
- Regularly monitor the Events tab for pending payout requests to ensure timely approvals.
- Ensure that the email notifications are correctly set up for the admin and owner users to avoid missing any payout requests.
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