{"id":30092,"date":"2024-07-01T03:31:16","date_gmt":"2024-07-01T03:31:16","guid":{"rendered":"http:\/\/anja"},"modified":"2024-07-01T03:31:16","modified_gmt":"2024-07-01T03:31:16","slug":"create-authorisation-rules","status":"publish","type":"docs","link":"https:\/\/www.worldfirst.com\/au\/help-center\/account-management\/create-authorisation-rules\/","title":{"rendered":"How do I create authorisation rules?"},"content":{"rendered":"\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"background-color:#8dd2fc3b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>If you&#8217;re the owner\/an admin of the account, you can set up authorization rules for various account actions. As an example, for payouts, you can set different thresholds for no authorisations required, requiring one authorization, or requiring two authorizations. These rules allow you to efficiently carry out your internal financial processes and increase the security of your account.<\/p>\n<\/div>\n<\/div>\n\n\n\n<ul>\n<li>Click on &#8220;<strong>My account<\/strong>&#8221; on the top navigation bar<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613024707240.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613024707240-1024x196.webp\" alt=\"\" class=\"wp-image-32874\" style=\"width:700px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Scroll to &#8220;<strong>My team<\/strong>&#8220;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613031257969.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613031257969.png\" alt=\"\" class=\"wp-image-32879\" style=\"width:500px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>On the &#8220;<strong>My team&#8221; <\/strong>page, navigate to the &#8220;<strong>Authorisation rules<\/strong>&#8220;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613034732483.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613034732483-1024x543.webp\" alt=\"\" class=\"wp-image-32901\" style=\"width:500px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>You can edit or remove rules for different account activities<\/li>\n<\/ul>\n\n\n\n<p class=\"has-background\" style=\"background-color:#f78da83b\">Take transfer rules as an example:<br>Under the setting below, any transfer below the amount of 500 GBP can be executed without authorisations. Any transfer between the amount of 500 GBP and 1,000 GBP requires level 1 authorisation. Any transfer above 1,000 GBP requires level 1 and level 2 authorizations.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613034928217.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613034928217.webp\" alt=\"\" class=\"wp-image-32902\" style=\"width:500px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>To keep your account secure, these changes can only be activated with two-factor authentication (2FA) by a user who is an owner or marked as an administrator<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613035119442.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613035119442-1024x537.webp\" alt=\"\" class=\"wp-image-32903\" style=\"width:500px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Once the verification is done, changes are effective immediately and will apply to future payments<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613035238774.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613035238774.webp\" alt=\"\" class=\"wp-image-32907\" style=\"width:500px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>If you&#8217;re the owner\/an admin of the account, you can set up authorization rules for various account actions. As an example, for payouts, you can set different thresholds for no authorisations required, requiring one authorization, or requiring two authorizations. These rules allow you to efficiently carry out your internal financial processes and increase the security [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[48],"doc_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I create authorisation rules? | WorldFirst AU<\/title>\n<meta name=\"description\" content=\"Set up authorization rules for various account actions and have complete visibility for simple management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.worldfirst.com\/au\/user-guide\/account-management\/create-authorisation-rules\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I create authorisation rules?\" \/>\n<meta property=\"og:description\" content=\"Set up authorization rules for various account actions and have complete visibility for simple management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.worldfirst.com\/au\/user-guide\/account-management\/create-authorisation-rules\/\" \/>\n<meta property=\"og:site_name\" content=\"WorldFirst AU\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240613024707240-1024x196.webp\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.worldfirst.com\/au\/user-guide\/account-management\/create-authorisation-rules\/\",\"url\":\"https:\/\/www.worldfirst.com\/au\/user-guide\/account-management\/create-authorisation-rules\/\",\"name\":\"How do I create authorisation rules? 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