Surfaces, roles and current terminology

Permissions, settings and activation

• Pay the beneficiary out-of-platform first when your process requires bank transfer evidence, then approve in-product.
• Confirm bank or wallet details against the user profile before releasing funds.
• Balances List should support the payable amount you intend to release.
• Avoid double payment by treating in-app approval as the ledger event after the external transfer.

Core workflows

Process a payout safely

1. Open Financial ? Payout and identify the payable account and amount.
2. Verify identity and payout destination details with Balances List context.
3. Complete the external payment using your finance process.
4. Record or approve the payout in Admin so the ledger matches cash movement.

Instructor self-serve check

1. Sign in as the instructor and open Panel ? Financial ? Payout.
2. Confirm the available amount matches Admin expectations.
3. Submit a request only when destination details are complete.
4. Wait for Admin approval before assuming funds are released.

Result states

• Success: External payment and in-app payout state both show completed for the same amount.
• Pending: A request awaits finance approval or bank clearing.
• Denied: Insufficient balance, incomplete payout details, or missing staff permission.
• Error: Duplicate approval risk, mismatched amounts, or save failures; freeze processing until reconciled.

Operational notes

• Never approve a payout twice for the same external transfer.

Related guides

• Payout Requests
• Balances List
• Panel Financial
• Financial Settings