Company Settings
2 articles
Contact Approvals (Beta)Set up Contact Approval workflows in Re-Leased to review and approve new contacts before they become active. Configure conditions, approvers, escalation, and reminders. Available on Pro and Enterprise plans.
Bank Account Approvals (Beta)Set up Bank Account Approval workflows in Re-Leased to review changes to contact bank account details before they become active. Reduces fraud risk and ensures accuracy in payments and disbursements.…