Second approval is a setting in Settings → Approval rules. When it's on, transfers, releases and corrections need a Primary Admin, Admin or Approver other than the person who asked. You can't approve your own request.
There are two kinds of rule:
- Whole organization: covers every Fund.
- Each Fund: turns second approval on for one Fund, even when the organization rule is off.
When your account opens, the organization rule is on if the account has two or more Primary Admins, Admins or Approvers at that time. Otherwise it starts off, and adding people later doesn't turn it on. To require two people, a Primary Admin turns it on.
Even with the rule off:
- A Bookkeeper's transfer request always needs approval.
- A Primary Admin, Admin or Approver can Submit and send on their own.
Changing a rule. Only a Primary Admin can change rules, and each change is confirmed with an authenticator code or passkey. Turning a rule on takes effect at once. Turning one off waits up to 14 days for another Primary Admin, Admin or Approver to approve, unless no one else could approve. Primary Admins and Admins are told about every change.
Approvers act on Transfers: Approve and send for a transfer that goes now, or Approve for a dated one, which is then sent on its date.
Still have a question? Email support@usedevote.com, or browse the Help Center.
