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Getting started with Administration Rules

Tenet offers an advanced approval system to manage critical changes to client account settings, ensuring enhanced security and meticulous control over account modifications. This feature allows clients to establish custom approval workflows tailored to their specific requirements, involving multiple approvers and detailed criteria for different types of account changes. These of rules are separated from Transaction Rules to give clients the ability to define separate signatories to change critical settings from transaction authorised signatories.

What events trigger an approval from Administration Rule?

The following events require an approval from the Administration Rules:

  • Any changes to user permissions in User Management
  • Any changes to approval groups or rules in Transaction Rules
  • Any changes to approval groups or rules in these Administration Rules
  • Any changes to Client Profile
  • Adding a new bank account from Account Summary

Manage your administration Approval Groups.

Administration Approval Groups are a group of users. Any number of administration Approval Groups can be created. A user may be part of one or more administration Approval Groups.

Approval required from Administration Rules1.

Who is eligible to be members of administration Approval Groups?

In order to be eligible to be a member of a transaction Approval Group, the user must have Administrator permissions set to Yes. Learn more about User permissions in TenetOS.

Change your Administration Rules with Approval Groups and approval thresholds.

Once you have your Approval Groups, you can then modify your Administration Rules. You will:

  • select the Approval Group
  • set the threshold number that is required from that Approval Group

The threshold number must be less than or equal to the number of members in that Approval Group.

You may combine Approval Groups using logical operators [AND] and [OR]. This allows you to create dynamic and custom Administration Rules for your account settings.

Approval required from Administration Rules1.

How are the initial Administration Rules set?

The initial Administration Rules are set during the account application process. The members of the initial Approval Group consist of 2 or more of the directors or equivalent. If there is only 1 director, then they are the only member.

The initial threshold number is set during the account application process as well. The threshold number must be 2 or higher. If there is only 1 member of the initial Approval Group, then the threshold is set to 1.

Learn how to change your Administration Rules.

1. Sign in to TenetOS with your "Username" and "Password". Click [SIGN IN].

2. Go to "Administration" and then "Administration Rules".

3. Click [ADD GROUP].

4. Enter the name of the group and select the members. Click [SAVE]

You may also add a more detailed description of the Approval Group.

Approval required from Administration Rules1.

Need more Approval Groups? Repeat steps 3 and 4.

5. Click on [APPROVAL RULES].

6. Click [EDIT].

7. Change your existing approval condition or create a new approval condition. Click [SAVE].

Click [ADD AND] or [ADD OR] to add approval conditions. Select an Approval Group, and then select the threshold number.

Approval required from Administration Rules1.

8. Once the Administration Rule is approved, you can see under Administration Rules in Approval Rules.

  1. This action requires an approval from your Administration Rules. Learn more about Administration Rules. ↩↩↩↩