Set up two-person approval
Require a second Owner or Admin to approve refunds, voids, cancelled pledges or deleting people — for every amount, or only above an amount you choose.
Who does this: Owners & admins5 steps
Before you start
- You are the Owner.
- There are at least two Owners or Admins on the team.
- 1
Open Sign-in & security
Go to Settings → Sign-in & security and find “Two-person approval”.
Two-person approval. - 2
Turn it on
Tick “Turn on two-person approval”.
Turn on two-person approval. - 3
Choose the actions
Tick which actions need a second person: Refunds, Voiding a gift, Cancelling a pledge, Deleting people.
- 4
Set a minimum (optional)
In “Only for amounts of at least ($, 0 = every amount)” type an amount like 500 so small ones go straight through.
Only above this amount. - 5
Save
Click “Save”. From now on those actions wait under Approvals until another Owner or Admin approves.
Tips
- Ask every Owner and Admin to turn on phone notifications (My account → “Yahiv on your phone”) so requests are seen quickly.
- Nobody can approve their own request.
If something isn't working
It says “Two-person approval needs at least two Owners/Admins — invite another admin first”.
Invite another Admin (only the Owner can) under Settings → Team & roles, then turn it on.
The boxes are grey.
Only the Owner can change these settings.
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