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Client Authorization / White-Listing

An applicant may only select an issuing bank that has authorised it as a client of that bank, until this is done, the corporate will not be able to select the bank during the application process. To authorise a new client the action must be taken by 2 admin authorised users: a maker/checker followed by an approver

Video Guide (click here)

Part 1: Maker/Checker (1st admin)

  1. Click your Username button on the top right of the page, and then click User Management from the drop down list
  2. Click Client Authorization on the left panel
  3. Click the drop-down menu, select the client to authorize, then click Add client

The status will now be Pending on Client Authorization page, awaiting second admin approval

Part 2: Approver (2nd admin)

  1. Click username on the top right, then User Management
  2. Click Client Authorization on the left panel
  3. Click Approve next to the client name, then Confirm

The status will now be Active on the Client Authorization page