Configuring integration specific multi-level review settings

Introduction

BalkanID provides a user-friendly system for setting up and configuring multi-level review settings at the integration level. This advanced feature is designed to give you granular control over review processes within each integration, allowing for customized reviewer hierarchies and response requirements based on your organization's specific needs. By following a streamlined process, you can efficiently configure these settings, ensuring optimal compliance and oversight across your campaigns.

To Configure Multi-Level Review Settings at the Integration Level

1. Go to Configure > Integrations on your BalkanID tenant.

2. Click on either Add Integration or Edit Integration for a particular integration

   

   
3. Go to the Optional Configuration section.

4. Set Reviewer Precedence and Number:

• Specify the order of reviewer precedence among the options by dragging them around: First Line Manager, Business Owner, Risk Manager, and Application Owner.

• Select the number of reviewers required from the dropdown menu.

  

To understand how reviewers interact with multi-level reviews, the progression of decisions, how to manage and interact with multi-level reviews once they're configured, please refer to the Performing Multi-Level Reviews section for a detailed guide.

Note on Overriding Integration-Level Settings in Campaigns

While the multi-level review settings configured at the integration level provide a default structure, it is important to note that these settings can be overridden at the campaign level. This flexibility allows campaign managers to tailor review processes more specifically for individual campaigns, accommodating unique requirements or exceptions. To override these settings during campaign setup, simply select the "Override Defaults" option and specify the desired settings for that particular campaign.