How to Check/Modify Your Existing Authorization Workflow? Print

**This step is applicable for Transaction Package only** 

Log in using your administrator token and follow the step-by-step procedure:

• Step 1:  Click on User and Roles Management
• Step 2:  Click Authorization Management then Authorization Rule
• Step 3:  Click View/Modify

• Step 4.1: To check for existing auto-authorize rules, click on Search
  • The system will display the list of rules where authorization is not required.
  • You can click on the rule ID to modify the following options:
    • Maker - Select either the user ID or the group name
    • Transaction Type - Select All or Particular Transaction Type
    • Currency - AED by default
    • Account ID - Select All or Account Number
    • Amount From - Minimum Amount of Initiation
    • Amount To - Maximum Amount of Initiation (Default Maximum Limit is AED 3,600,000.00)
    • Click Authorization Required to select the Approvers. On the List ID field, select the preferred Approver's User ID or Group based on the level of approval. (i.e. 1st List ID will be 1st Authorizer, 2nd List ID will be 2nd Authorizer, Last List-ID will automatically be the Releaser),

• Step 4.2: To check for existing authorization rules where approval is required, tick the "Authorization Required" box then Search
  • The system will display the list of rules where authorization is required.
  • You can also narrow the rule ID search by selecting the fields from the dropdown before clicking Search.
  • You can click on the rule ID to modify the following options:
    • Maker - Select either the user ID or the group name
    • Transaction Type - Select All or Particular Transaction Type
    • Currency - AED by default
    • Account ID - Select All or Account Number
    • Amount From - Minimum Amount of Initiation
    • Amount To - Maximum Amount of Initiation (Default Maximum Limit is AED 3,600,000.00)
    • Click Authorization Required to select the Approvers. On the List ID field, select the preferred Approver's User ID or Group based on the level of approval. (i.e., 1st List ID will be 1st Authorizer, 2nd List ID will be 2nd Authorizer, Last List ID will automatically be the Releaser)

• Step 5: Once you have done the changes, click Save and Confirm, then enter your RSA PIN+Token Number.
  • You will be navigated to the confirmation screen with the generated reference number.

Note: If you have a "Maker-Checker Setup" for Administrators, please ensure that the request is approved by the 2nd Administrator.