ApprovalMax

Roles in ApprovalMax (QuickBooks Online)

How can Administrators manage Substitutes? (QuickBooks Online)

Can I restrict Requesters in terms of amounts? (QuickBooks Online)

Copy rules from one user to another (QuickBooks Online)

How to allow Requesters to set a manual exchange rate during the creation of QuickBooks Online Bills/Purchase Orders/Expenses

How can I restrict the Requesters of QuickBooks Online Sales Invoices?

Is it possible for the Administrator to be notified about approvals/rejections? (QuickBooks Online)

The Requester matrix allows you to mark specific fields as optional for approval requests, while others are mandatory and cannot be altered.

How to manage mandatory and optional fields in the Requester matrix

How to create departments with different Approvers

Add, remove, and manage user access and roles in ApprovalMax.

User Management

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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.

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

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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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