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Dental Wallet
Frequently Asked Questions
Payments
Payment Approval Controls
Permission Changes & User Management
Permission Changes & User Management
What happens if I change a user’s approval setting while they have pending payments?
Pending payments are not affected. They remain in Pending Approval and still need to be approved or declined by an el...
Can a user end up approving their own payment?
This is only possible if a user’s settings change after they have already submitted a payment for approval. For examp...
What happens if an Authorised User is removed while they have pending payments?
The pending payments remain in the system and are not automatically cancelled. The Account Owner must approve or decl...
What happens to identity verification data if an Authorised User is removed?
If the user had approval permissions (and therefore completed identity verification), their data is retained for 7 ye...