Reso 2021-3185 - Laserfiche WebLink

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reallocate, notes, view history) - If there is an eligible approver at and/or above the reviewing user in the hierarchy, the user can see the "Email Approval Request" button and send an email to those Approvers. For those responsible for approving transactions: These users will have a Custom Role with the Approve Transactions permission that allows them to: • filter transactions • view transactions • change transaction status as follows: - reviewed approved - reviewed follow up - approved reviewed • receive and read approval emails sent from a User at and/or below their level in the hierarchy as long as long as the user has opted in to receive Approval Emails Or, they can be assigned a Fleet Manager/Program Administrator role so they: • can do everything available in the Manage Transactions • Fleet Manager/Program Administrators also have the ability to change permissioning or access to allow for substitution scenarios when the approver role maybe out on vacation or leave allowing another user who is either new or would have a lesser role normal to step in an approve transactions in the Fleet Manager/Program Administrators absence. 2.32 System must allow for Program Administrator to add, edit, or remove security features (temporarily or permanently) in real time at the card account level including, but not limited to: • dollar per transaction limit • maximum daily/weekly/monthly spend • transactions per day/week/month limit • pay at pump only • tank capacity limit • type of fuel, by individual vehicle • authorized State or Province • Product Code (PC) blocks The WEX system and the Fleet Manager module of WEXOnline° allows the fleet manager to add, edit, suspend, reactivate, and terminate cards and drivers, to add and manage card controls, and to view and download invoice details, card by card or simultaneously among a grouping of cards. The Program Administrator has all the capabilities requested above, the ability to do so in real- time and simultaneously to multiple cards. Pay -at -pump ONLY functionality is systematically supported by WEX but cannot be done online. This is supported by the WEX Customer Service team on request or during account set-up at the time of implementation. Product code blocks are achieved by our product -type controls in the authorization profile card is assigned. These can be changed, created and applied in real-time and simultaneously to multiple cards. Users can also: • Assign card to driver, vehicle or location • Transfer cards from one account to another • Group cards into authorization profiles to enforce purchasing policies MASTER AGREEMENT No. 00819 - FLEET CARD SERVICES PAGE 78 OF 138