Help · Approvals & controls

How segregation of duties is enforced

The person who creates a document cannot approve it, and conflicting roles can be kept apart.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

By default, a document's creator cannot approve it, even if their band allows.
In Settings → Approvals → Segregation, add rules for conflicting duties — for example, the person who creates a vendor cannot approve payments to that vendor.
If the only eligible approver is blocked by a rule, the document moves up the hierarchy.
Overrides (if you allow them) need an admin and are logged.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.