How do I add a new person with authority to approve payments from a foundation/trust account?

Changes can only be made with the approval of the existing contact with authority. Please have them email using the following text:

I nominate 'new authorised approver's full name' as an authorised approver and going forward 'new authorised approver's full name' has the authority to approve payouts from 'client's name's following foundation and trust accounts:"

  1. (include list of applicable foundation and trust accounts)

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