User Roles & Permissions
Understand and configure roles, permissions, and access levels in ApprovalMax.
43 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?
What can a Reviewer accomplish in ApprovalMax?