Veem allows multiple users to access the same account. Once you've added another user and adjusted their permissions, you can require payments to be approved by a designated user before they are sent.
First, navigate to your settings by clicking on your name or business name in the top right hand corner of the screen. Select Users on the horizontal menu to adjust which users can draft payments, approve payments, manage users, and more.
To learn more about the different types of user permissions, click Permission Details.
Once you have adjusted your users' permissions, they will be prompted to approve payments (if given said permission).
When there are transactions requiring your approval, you will see them in the Needs Attention tab on the Dashboard.
If you have approval permissions, you will see your pending transactions under the Approvals tab on the left hand side of the Dashboard.
Under the Approvals tab, you will see a complete list of the transactions pending approval.
To approve an individual transaction, hover your mouse over it. Select Approve to approve the individual transaction, or select Continue to view the details of the transaction. You can then approve the transaction from the individual details page.
To approve multiple transactions, select the checkbox to the left of every transaction you wish to approve. Once you've selected all of the transactions you want to approve, click Approve above the transactions and then Confirm.
If you are the last person to approve, the transaction will be initiated. If more approvals are required, the transaction will remain in the approval dashboard, but there will be a green check mark beside each transaction that you have approved.
Need more help? No problem, our Client Services team is ready to assist.