This article contains a video and step by step guide on how to create a refund approval rule as part of a custom role in the Checkout.com Dashboard.
00:00: Here, we'll go through how to set up refund approval rules in Checkout.com dashboard.
00:04: Use this when creating a custom role for users who approve payment actions.
00:09: Before you begin,
00:10: make sure you have your login credentials
00:12: ready.
00:12: Type them in and click continue.
00:15: You'll be taken to the business overview dashboard, begin by clicking the settings
00:19: menu in the top right corner.
00:20: This is your starting point for creating account rule.
00:24: Click the settings option on the dropdown to open configuration options.
00:29: To add users who can approve payment actions on the account, select the account
00:33: rules option.
00:35: Now click the create rule button to start defining a new payment approval rule for
00:39: the selected entity.
00:42: For this example, we'll create a refund rule.
00:44: You can select the other account rules from the dropdown under the type field.
00:49: Click the name field to specify a title for your new rule.
00:52: Clear names
00:53: improve rule management.
00:55: Click the entities dropdown option to choose the entity rule you want to create.
00:59: This defines the rule’s behavior and conditions.
01:04: Tick the box next to the entity
01:05: you want to provide permissions for.
01:08: Go to the amount field, this sets the transaction value limit for approval.
01:13: Enter the amount in the field to set the threshold for refund approvals. Transactions
01:17: above this amount will need approval.
01:20: Click the create rule button to save and activate the new refund approval rule.
01:24: This completes the rule setup process.
01:27: Here, we've seen how to configure refund approval rules to control payment
01:31: authorizations.
01:32: You can review and adjust these rules as needed to maintain secure transaction
01:37: processes.