User Roles & Permissions
Understand and configure roles, permissions, and access levels in ApprovalMax.
42 articles
- Are Administrators notified about approvals/rejections?
- Assigning a new role to a user in ApprovalMax
- Auditor role permissions in ApprovalMax
- Can an Administrator edit unapproved Bills/Purchase Orders for the Requester?
- Can I delete requests in ApprovalMax?
- How can Requesters edit requests before approval?
- How to create and edit requests in ApprovalMax
- Who can manually edit the Reviewers?
- What Organisation Workflow Managers can/cannot do
- How do Administrators and Workflow Managers get notified about workflow changes?
- Can Approvers see all historical data?
- Can I mention other users in a request?
- Do Administrators add Account Managers to an Organisation?
- Do Approvers need access the connected accounting platform for approving?
- How can Approvers return a request to the Review step?
- How can Approvers and Requesters collaborate?
- How to add users in ApprovalMax
- How to restrict Requesters in approval workflows
- How to copy rules from one user to another
- Understanding the Watcher role and permissions
- How can I change Approvers for a particular request on the fly?
- How can Approvers make their decision?
- How can I add a comment by replying to the notification email?
- How can I reassign a request to another Reviewer?
- How can I restrict Approvers from changing Approvers on the fly?
- How do Approvers get notified about new approval requests?
- How to add a Watcher to a request
- Video: How to add and invite users to ApprovalMax
- Is it possible to add users in bulk rather than one by one?
- Setting up a Default Approver
- Why do Approvers not receive notification emails?
- How to reassign requests as a Default Approver
- How to specify the required Approvers for step authorisation
- How to specify instructions for Requesters
- Managing Substitutes as an Administrator
- Offboarding users
- What can a Reviewer do in an ApprovalMax request?
- Roles in ApprovalMax
- What is the Default Reviewer and how do I set one up?
- Who can remove Reviewers from requests and how does it work?
- Who can see requests that are On Review?
- Can I assign the next Approver based on who approved the previous step?