ApprovalMax

What is Practice Staff in ApprovalMax?

How to invite a user to Practice Staff

How to remove a user from Practice Staff

Troubleshooting: a user cannot be added to Practice Staff

Video: How Partners can work with Practice Staff

Video: How to work as a Practice Staff member

What roles are available in ApprovalMax Practice Staff?

Can I view the certification status of employees?

Manage Practice Staff access, roles, and certification in ApprovalMax.

Practice Staff

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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