Bank Connection Guidelines
Profile Page Access
- A Brand Ambassador who has not been approved will not be able to access the profile page.
- Only approved Brand Ambassadors can proceed further with the bank connection process.
Bank Connection Button Visibility
- If a Brand Ambassador is approved but has not enabled Two-Factor Authentication (2FA), the "Connect Bank" button will not be visible.
- Enabling 2FA is a mandatory requirement before proceeding with bank connection.
Adding a Bank
- A Brand Ambassador can add a bank only if 2FA authentication is enabled.
- Without 2FA enabled, they cannot initiate or complete the bank connection process.
Editing Bank Details
- If a bank is already connected, but 2FA authentication is not enabled, the "Edit Bank Details" button will not be displayed.
- Disabled 2FA Authentication
- Enabled 2FA Authentication
- Disabled 2FA Authentication
- In such cases, the Brand Ambassador will not be able to update or change any bank-related information.
Summary of Conditions
Condition | Profile Page Access | Connect Bank Button | Add Bank | Edit Bank Details |
---|---|---|---|---|
Not Approved | ❌ No Access | ❌ Not Visible | ❌ Not Allowed | ❌ Not Allowed |
Approved but 2FA Disabled | ✅ Access | ❌ Not Visible | ❌ Not Allowed | ❌ Not Allowed |
Approved & 2FA Enabled | ✅ Access | ✅ Visible | ✅ Allowed | ✅ Allowed |
Bank Connected but 2FA Disabled | ✅ Access | ❌ Not Visible | ❌ Not Allowed | ❌ Not Allowed |
Important Notes
- 2FA authentication is a security requirement to ensure safe banking transactions.
- Brand Ambassadors must enable 2FA before they can add or edit bank details.
- If a bank is already connected but 2FA is later disabled, the Brand Ambassador loses the ability to edit bank details.