Set custom limits for a user group

Procedure

1. From the Administration tab, in the Manage section, select User Groups. The Manage User Groups page appears.

2. Access the Edit User Group page by doing one of the following for the user group you want to edit:

   • Click the Name link.

   • Click the Select Action button, and then select Edit User Group.

3. In the Access Level section, for Payment Limits, do the following:

   1. Select the Set custom limits option.
   2. Click Set Custom Limits. The Set Custom Limits overlay appears.

4. Select the Limits Settings, either Standard or Extended.

   Each option includes a slightly different set of options. For extended settings, you can define limits for repetitive and non-repetitive transactions and approvals. For standard settings, the same limit will be applied to both repetitive and non-repetitive transactions and approvals of that payment type.

5. In each field where you want to define a limit, enter the limit amount.

   Note: A blank field indicates no limit.

6. Click Save. The Edit User Group page appears.

7. Click Save. The Manage User Groups page appears showing a success message.