General
What is the Approvals feature?
Approvals lets you set rules that decide whether a transaction is automatically approved or needs sign-off from specific people before it goes ahead. Policies are built from simple IF/THEN conditions, so low-risk transactions can move instantly while higher-risk ones are routed for review.
Which transaction types can have an approval policy?
MMA Withdrawals
MMA Deposits
Invoice Payments
Payroll Payments
Savings Withdrawals
Who can approve requests? By default, all Admins on your Round account are able to approve requests. You can also name specific individuals or a chosen group of people within a policy's fallback rule.
Setting Up a Policy
How do I create a new approval policy?
Go to Approvals in the left-hand navigation
Click New Policy
Choose the transaction type the policy should apply to (e.g. MMA Withdrawals)
Build your conditions in the policy builder and click Save
How does the condition builder work?
Each policy starts with a trigger (e.g. "Trigger on MMA Withdrawal") followed by one or more conditions, checked in order — the first match applies. For example:
IF the person asking is [a specific person] → THEN the request is approved automatically
IF the amount is [a threshold] or less → THEN the request is approved automatically
In every other case, the request must be approved by at least people in [a chosen group]
Can I combine multiple criteria into one condition?
Yes — within an IF block, click + Add another condition to add further criteria to that rule.
Can a policy have more than one rule?
Yes — click + Add another case to add additional IF/THEN rules above the fallback "in every other case" rule.
What happens if a request doesn't match any of my conditions?
It falls through to the "in every other case" rule, which typically requires manual approval from a minimum number of people in a specified group.
Managing Policies
Can I rename a policy?
Yes — click the pencil icon next to the policy name at the top of the policy builder.
Can I turn a policy off without deleting it?
Yes — open the policy, click the ... menu in the top right, and select Disable.
Can I delete a policy?
Yes — open the policy, click the ... menu, and select Delete. This action cannot be undone.
Can I see a history of changes made to a policy?
Yes — click the clock icon at the top of the policy builder to open its History panel.
Approving Requests
Where do I see requests that need my approval?
Pending items appear in your To-dos list. Each entry shows the request type, amount, and date, with Approve and Reject buttons so you can action it directly.
Where can I manage who is allowed to approve? Go to Settings > Approvals to see the list of team members eligible to approve requests, along with their role (e.g. Admin).