Setting up users
How can Administrators manage Delegates? (Cin7 Core)
When Approvers are on holiday, either the Administrator or the Approvers themselves have the option to assign a Delegate to handle approval requests on their behalf. By setting a Delegate, all approval requests that would ordinarily be sent to the ...
What can users with an Auditor role do? (Cin7 Core)
An ApprovalMax Auditor has a read-only user role. It allows him/her to better understand the approval workflow in operation, without the risk of accidentally changing, approving, or rejecting something. Auditors can: Access and work with reports See ...
Do Approvers need access to Cin7 Core to do approvals?
No, Approvers who authorise Purchase Orders don't need access to Cin7 Core in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax. Please also see who needs to have access to Cin7 Core.
Can I bulk add users? (Cin7 Core)
Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?
How can I assign a new role to a user? (Cin7 Core)
Organisation Administrators can assign different roles. To assign a new role to a user, simply navigate to the Users page under the main menu's Workflows and Settings section and select a role from the drop-down menu next to the user:
What is a Default Approver? (Cin7 Core)
When a new value such as location, product, or inventory account, etc. is added in Cin7 Core, chances are that this is not reflected in the approval matrix. To avoid an automatic approval of such not yet allocated requests, a Default Approver can be ...
Roles in ApprovalMax (Cin7 Core)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and workflow-based roles. Within the same Organisation, an ApprovalMax user can have one Account-based or Organisation-based role and at the same time be assigned to ...
Video: How to add and invite users to ApprovalMax
ApprovalMax product walk-through: how to invite a user to ApprovalMax in just a few steps https://www.youtube.com/watch?v=AIuWp93v3Z4
How can I add users in ApprovalMax? (Cin7 Core)
This is how you add users in ApprovalMax: Go to the main menu, select your Organisation and open the Users page under Workflows And Settings: Click on the button and type in the user’s email address. You can enter multiple email addresses; separated ...