How do I update payment approvers or agreement signers?
How to update the payments activation form to adjust permissions for users to approve payments and sign agreements.
If you need to change or replace the individuals authorized to approve payments in LeapAP, for example if there are new signing authorities, you will need to modify the payments form in LeapAP.
To update the payments form please see the steps below:
Click on Settings in the top navigation bar
Select Activate Payments
Select the client that you would like to update
Click on "New Payments Activation"
Update the board information as applicable
Once the changes have been made, click on Next (at the bottom of the page)
If the person you are changing or replacing is an Agreement Signer, you will have to make someone else an agreement signer in their place before resubmitting the form. You can assign a user to be the agreement signer using the dropdown as seen below:
Lastly, click "Submit".
Notes
To make the changes to the payments form, a user must have the 'ActivatePayments' role.
Once the 'New Payments Activation' button is clicked, the payments will be temporarily paused. This means that the payments cannot be approved by the Payment Approvers. The payments will resume in LeapAP once the agreement signers have approved the changes.
