There are two steps involved in setting up Approval Workflow on your system:
- Enable Approval Workflow on your account and create workflows
- Assign user roles
Watch this video to see how to set up workflows.
To create or modify a workflow:
- Log in to your
- Navigate to My Account & Settings → Workflows →
**Set Up Workflow** / **Change Rules**and follow the steps on-screen.
- Click Request Setup.
We receive the request and process it. Your workflow will be ready in 1-2 business days.
Below is an example of how you can set up an approval matrix.
|Payout Amount||Approval Step 1 (verifier)||Approval Step 2 (authorizer)|
|Up to ₹1,000||Not required||Not required|
|Between ₹1,001 and ₹10,000||Finance L2||Not required|
|Between ₹10,001 and above||Finance L2||Finance L3|
After the approval matrix is set, you can add users to your RazorpayX account and assign roles to them. You can invite anyone with a valid email address to join your RazorpayX team. Each user has unique login credentials.
Watch the video to see how to add a user and assign a role.
To assign user roles:
- Log in to your
- Navigate to My Account and Settings → Team Management, click + MEMBER and follow the on-screen steps.
Users are informed about the invitation via email.
The Approval Workflow feature comes with the following 5 user roles that you can use to set up the approval matrix as per your business needs:
|Finance L1||In banking terms, you can look at this role as the Inputter.|
|Finance L2||In banking terms, you can look at this role as the Verifier.|
|Finance L3, Admin and Owner||In banking terms, you can look at this role as the Authorizer.|
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