Managing workflows on a group level

Manage the workflows of the entities on a group level with Payhawk's multi-entity management capability.

Boris Angelov avatar
Written by Boris Angelov
Updated over a week ago

The Group dashboard and multi-entity management capabilities in Payhawk allow you to manage your workflows on a group level allowing you to avoid the need to separately specify identical settings for each entity.

To apply group settings to your workflows:

  1. Log in to the Payhawk web portal.

  2. On the Group dashboard, go to Settings > Workflows.

  3. Define the group settings by following the steps for configuring custom approval workflows.

  4. Click on the Save changes button to save the group settings.

  5. In the dialog that opens, click on Apply to confirm the changes.

Applying group workflow settings cannot be reverted.

To see which entities apply group settings and which use individual ones, go to the group Dashboard and select Entities.

You can also apply the already defined group settings to other entities:

  1. Log in to the Payhawk web portal.

  2. On the Group dashboard, click on Entities. Select the desired entity.

  3. On the next screen, check the GROUP DEFAULTS radio button for Workflows and click on Save changes.

  4. In the dialog that opens, check the checkbox and click on Save to confirm your choice.

If an entity inherits group workflows, the local Administrator will not be able to modify them as they will be displayed as read-only.

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