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How to set up payout confirmations

Payout confirmations add an extra review step before funds are sent. If payout approvals are enabled, a payout created by one user must be approved by another team member before it can be processed.

Payout confirmations are not the same as 2FA payout confirmation. Payout confirmations are a team approval flow. 2FA payout confirmation verifies the current user with an authenticator code.

Open payout approval settings​

To configure payout approvals:

  1. Open your Calypso Pay dashboard.
  2. Go to Settings.
  3. Open the Security section.
  4. Find Account security.
  5. Use the Payout approvals settings.

Available settings​

The Payout approvals block contains separate settings for manual payouts and API payouts:

SettingWhat it means
Manual payouts require approval from a team memberPayouts created from the Calypso UI require approval before they are sent.
API payouts require approval from a team memberPayouts created through Public API require approval in the UI before they are sent.

Enable the option that matches the payout flow you want to control.

When you enable a payout approval option, Calypso shows Number of confirmations. Use this field to select how many team member confirmations are required before the payout can continue to processing.

Enable approvals for manual payouts​

To require approval for payouts created from the Calypso UI:

  1. Turn on Manual payouts require approval from a team member.
  2. Select the required Number of confirmations.
  3. Save the setting if the interface asks you to confirm the change.

Enable approvals for API payouts​

To require approval for payouts created through Public API:

  1. Turn on API payouts require approval from a team member.
  2. Select the required Number of confirmations.
  3. Save the setting if the interface asks you to confirm the change.

What happens after payout approvals are enabled​

When payout approvals are enabled:

  1. A user creates a payout in the UI or through the API.
  2. Calypso creates the payout, but does not send it for processing immediately.
  3. A team member with the required permissions opens the payout in the UI.
  4. The team member reviews the payout details.
  5. The team member approves the payout.
  6. After the required number of confirmations is received, the payout can continue to processing.

The user who creates the payout may be restricted from approving the same payout, depending on your account configuration.

When to use payout confirmations​

We recommend enabling payout confirmations if:

  • payout creation and payout approval should be handled by different people;
  • your company creates payouts from both the UI and API;
  • your company processes large payout amounts;
  • you need an additional review before funds are sent.

For the full payout approval flow, see:

how-to-use-payments-with-confirmations.md

For 2FA confirmation during payout creation, see:

how-to-set-up-2fa-confirmations.md