How to complete a Bank Approval

Article author
Laura Florence
  • Created

As part of graphiteConnect security measures, all banking updates require a second authorized user with banking permission to review and confirm bank details before updates are available to your customer.

When you make an update to the bank section, an email will automatically route to the appropriate users with the permission to review and authorize these changes. The initial email and reminder emails are sent from "no-reply@graphiteconnect.com."

 

STEPS TO COMPLETE THE APPROVAL:

  1. Log into graphiteConnect

  2. Go to the Tasks page and look for the Approval Needed task that is assigned to you.

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  3. Review the banking information that has been added. Once approved, indicate your approval and justification in the approval box on the left.

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