Roles in ApprovalMax

There are two types of roles in ApprovalMax:

Company roles
  • Administrator - a role which allows to set up Company workflows, assign roles, add new Companies, and invite users.
  • Auditor - a read-only role which allows to better understand the approval workflow in operation; without accidentally changing, approving, or rejecting anything.
  • User - the default role which is assigned to any user except Auditors and Administrators.

Request-based roles
  • Approver - a role which allows to make a decision (approve or reject), set up a Delegate, add other Approvers from their Company in the request, and remove the ones they have added.
  • Requester - a role which allows to raise and change a request (Purchase order), add Approvers from their Company in the request for any step, and remove the ones they have added.

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