Payment rules help ensure your payments are sent to the right person with the necessary approvals and visibility.

Transfer rules allow Admins and Owners to set an approval hierarchy for all Vault users. You can customize transfer rules based on:

• The amount being sent

• The role of the user sending the transfer

• The role or specific user who needs to approve the transfer

Additional settings include:

• Up to 5 approval steps can be added

• Within each step, you can choose whether all users in that step must approve or if only one user can approve

Watch the video below for a detailed guide: