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How can I add users in ApprovalMax? (NetSuite)

Updated over a month ago

This is how you add users in ApprovalMax

  • In the main menu, select your Organisation and open the Users page under Workflows and settings.

  • Click on the +ADD NEW USERS button and type in the user’s email address.
    You can enter multiple email addresses; separated by a comma, semicolon or space (find below how to add users in bulk).

  • Then click on the ADD button. When all users are listed, click on NEXT.

  • In the dialogue window, specify whether you want to invite users right away, or later.

  • To send the invitation, select "Invite the users by email right away" and click on FINISH.

  • Once the invitation has been sent, the status is Pending. You can resend it by clicking on Invite again or OFFBOARD respectively:

  • When the invitee has accepted the invitation, their status changes to Active and you can proceed with the settings for this person (assign an appropriate role/ set up an approval workflow).

This is how you add users in bulk​

  • In the main menu, select your Organisation and open the Users page under Workflows and settings.​

  • Click on the +ADD NEW USERS button.

  • Enter the users' email addresses via copy/paste or type in each email address one by one, separated by a space, and click on ADD.

  • When all users are added, click on NEXT.

  • To skip inviting users for the moment, keep the default “Do not invite” and click on FINISH.

  • To invite these persons now and make them active users of the approval workflow, select “Invite the users by email right away”.

  • Users that were added to ApprovalMax but not yet invited are displayed on the Users page with the status Not Invited:


Feel free to watch our video tutorial for a walk-through.



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