Approval Bands allow you to limit the ability of Team Members to create their own card Approval Limits.
You can create as many or as few Approval Bands as you need, and apply them to Teams.
On the Approval Bands page, you will see a summary of the Approval Bands, listed alphabetically.
The following details are listed on the Approval Bands page:
Approval Band Name.
If Team Members can instantly create cards, and the maximum monetary amount they can create.
Max Approval Limit for Approvers.
Escalation Approval Band name, if set.
To create a new Approval Band click Create.
The UI layout of the Approval Band set up screen provides a dynamic step-by-step process. As an approval band begins to be created more options will become available and complexity will increase so that you are able to understand what you are creating as you are creating it.
By default you will be able to enter a Name for the approval band and the type will be set as Receive Cards Only.
Click Receive, Request & Create to reveal more advanced approval band settings.
You can configure:
Team Member Controls:
Currency—if the currency selected is different to the Card Pool currency, the value will be based on the exchange rate.
Card Limit—the amount a Team Member can request without requiring approval.
Daily Limit—the most a Team Member can request within 24 hours without requiring approval, this value must be higher than the Card Limit.
Team Administrator Controls:
Allow Card Sending—allows Team Administrators to send cards to Team Members.
Toggle Add an approval process? on to reveal further approval band settings.
You can configure:
Approval Limit—the maximum amount that a Team Member can request and have approved per card.
Two Approvers Required—toggle on to require two Approvers to approve each card request for this approval band.
Approvers Self Approval—toggle on to allow Approvers to automatically approve their own card requests.
Toggle Add escalation? on to reveal further approval band settings.
Escalation allows you to send card requests to another approval band if the approval limit of the current band is too low. If this isn't configured, cards will be rejected.
You can configure:
Escalate Request To—the approval band that the card request is sent to.
Auto Escalate Requests—if the card request needs to be approved by the next approval band, it will automatically be sent without input from the current Approvers.
You can associate Approvers to an Approval Band via the Approvers section on the Approval Band page.
Only an email address is required when creating an Approver. Like Team Members, Approvers do not need to be registered for the app before you add them as an Approver in Mobile Control.
When you add the Approver's email address, you will be able to see if there is a registered user with that email address. If an Approver is not yet registered, the system will automatically link their account with the Approval Band record when they complete the registration process.
Approvers do not need to be a member of any Team. If Approvers are a member of a Team, they can be assigned to an Approval Band in that Team where they are an Approver.
If enabled at an issuer level you will need to approve any Approvers or Corporate Administrator Approvers added to an Approval Band. Only other Corporate Administrators can approve Approvers.
Corporate Administrators will be notified by email when a new Approver has been added.
The new Approver will not be active on the Approval Band until they have been approved.
You need to link Approval Bands to Teams via the Approval Bands section on the Team page.
Click Add Approval Band. The complete list of Approval Bands is listed in the dropdown in alphabetical order.
You will be able to select any Approval Band that is linked to a Team when managing a Team Member. A summary of the Approval Bands currently associated to a specific Team is listed on the Team page in Mobile Control.
The Approval Band summary on the Team page will detail:
Approval Band Name.
If Team Members can instantly create cards, and the maximum monetary amount they can create.
Max Approval Limit for Approvers.
Escalation Approval Band name, if set.
Approval Band Status.
You can delete Approval Bands from a Team by clicking Delete in the Approval Band summary on the Team page.
Note
If any Team Members are associated to an Approval Band, you will not be able to delete the Approval Band. You must switch all Team Members to an alternate Approval Band first.
Approver Search is available via Approvals > Approvers. You can search for an Approver across multiple Approval Bands, using their email address.
You can search by entering a partial string from the Approvers email address. The search results will list the email address and name of the Approval Band where the email address partially matches. Click a result to view the specific Approval Band that the Approver is linked to.
Select an existing Approval Band via Approvals > Approval Bands, and scroll down the page to Add escalation?.
From the Escalate Request To dropdown menu you can select another approval band.
If Auto-Escalate Requests is toggled on, card requests will automatically be escalated to the next Approval Band if they exceed the Max Approval Amount. This will bypass Approval Bands that cannot accept requests above the maximum amount. For example, if Approval Band A has a limit of £1000, and the user requests £2000, then the request will automatically go to Approval Band B.
If Auto-Escalate Requests is toggled off, all Approval Bands will have to accept the card request. This will then include Approval Bands that cannot accept requests above the maximum amount before the request goes to the next Approval Band. For example, if Approval Band A has a limit of £1000, and the user requests £2000, then Approval Band A must first approve the request before it goes to Approval Band B.
Click Update to confirm these settings.
If you attempt to escalate to an Approval Band with no active Approvers, you will receive a warning message. You will need to add Approvers to the Approval Band and try again.