You can enable a policy on your Mercury account to require dual admin approval for certain actions, such as:
- Payments and external transfers above a custom daily maximum for each user
- Adding, removing, or editing permissions of admins or custom users with Move Money permissions
- Updating or disabling the policy
If you're already an admin, you'll only need one other admin to approve your requests. All other roles require two admins to approve each request.
Enabling the policy
- Click your company name in the top left corner of your dashboard and go to Settings > Approvals.
- Select Policies from the left-hand table.
- Click the toggle beside Dual admin approvals to enable the dual admin approval policy.
- Your other admins will receive your request to enable the control. Once 1 other admin approves, the control will be live.
FAQs
As an admin, how do I review pending requests?
Any payments that need approval or requests related to the policy (enabling, disabling, updating the limit) are sent to all other admins via email. The requests will also appear in the Action Bar on your Mercury dashboard.
As a custom user, how do I initiate a payment?
Same as always, by clicking on the Move Money button. If the amount exceeds the daily limit, a request will be sent to admins on file for review. You’ll be notified during the payment creation stage if the payment requires additional approval.
How to turn off the control or edit the limit?
As an admin, you can make updates to the policy by heading to your Policies page. You’ll see a preview of the current policy and the option to edit. Another admin on the account will need to approve any proposed changes before they are enabled.
Can I enable the feature for certain team members?
Once the policy is enabled and the limit has been set, it will affect all team members on the account.