- A Company Admin invites all relevant users
- Invitees accept the invitation from their email and must be able to log in
- Requesters are added to the workflow (Xero Requester - for requests pulled from Xero, Requester - for requests created in ApprovalMax)
- The approval workflow is customized and activated by a Company Admin
To start PO creation in ApprovalMax click on the button in the right upper corner near the Avatar.