When Dual Approval is enabled, creating or editing a new user, including users created via Bulk Upload, will generate an approval request. An orange banner at the top of the page will indicate that a review is outstanding.
The user who created or edited the user can view the details of the review, but cannot accept or reject it.
Administrators will receive an email notification when there is a new user or edited information for an existing user. All pending reviews are visible via Administration > Manage users > User approvals.
Click View to review the New User or User Update.
All areas with new or updated information are highlighted with an orange marker. Click into an individual tab to review the settings.
You can also view the changes in the Change Request tab.
Click the View link to view any additional details.
When you have reviewed the changes, click Approve or Reject.
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Clicking Approvewill prompt you to confirm. Confirming will update the user record with the changes or create the new user.
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Clicking Reject will prompt you to add a note to clarify the reason for rejection. You will not be able to complete the rejection without adding a note.
Once you add a note and click Reject to confirm, the changes are declined and the user record will remain unchanged, or the new user will not be created.
The Administrator that created or edited the user will receive an email notification once the review is complete. If the changes have been rejected, the email will contain the rejection reason.
Note
This functionality is optional and can be enabled at an Issuer level by Conferma Support.
The audit log shows a list of changes that have been made and approved. To view the audit log, search for a user and then click the Audit log tab.
The audit log will show:
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Date—the date of the change
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Change by—the name of the user that made the change
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Changes—the details of what was changed
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Approver—the name of the user that approved the changes