Setting up users
What can users with an Auditor role do?
An ApprovalMax Auditor has a read-only user role. It allows him 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 (TBD) See ...
How can I change the email address to which the daily summaries are sent?
Daily summary emails stating all pending approval documents are sent to the Requester. Approvers receive their own notifications about open requests – if they have activated the option of daily notifications in My Profile. The Requester is set in ...
How can Administrators manage Delegates? (NetSuite)
If Approvers go on holiday, the Administrator (or the Approvers themselves) can set a Delegate for them. In this case, all approval requests intended for those Approvers will be sent to the Delegate. This is how an Administrator can set up a Delegate ...
Can I copy users between Organisations? (NetSuite)
Unfortunately, this is not possible. You need to invite users to each Organisation, and users need to accept the invitation before they can perform any actions for a certain Organisation in the system. You can speed up the process by adding users to ...
Is it possible to change the email address of a user?
There is no direct way to change the email address of a user who was invited to ApprovalMax as the email address is tied to the user identity. However, the Administrator can use one of the following workarounds: Solution 1: The Administrator ...
How to delete (offboard) a user in ApprovalMax (NetSuite)
What is the Offboarding feature? The Offboarding feature allows you to delete (offboard) users without leaving unnecessary traces that would block other operations in this Organisation. You can also replace offboarded users in their role as authors ...
Do Approvers need access to NetSuite to do approvals?
No, Approvers who authorise Bills don't need access to NetSuite in order to approve them in ApprovalMax — this is one of the core benefits of ApprovalMax.Please also see who needs access to NetSuite.
Can I bulk add users?
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 add users in ApprovalMax?
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; ...
How can I assign a new role to a user?
Organisation Administrators can assign different roles to users. To assign a new role to a user, simply navigate to the Users page under the main menu "Workflows and settings" section and select a role from the drop-down menu next to the user:
Roles in ApprovalMax (NetSuite)
There are two types of roles in ApprovalMax: Organisation-based roles and request-based roles. Users in ApprovalMax can have one Organisation-based role and be assigned to several request-based roles at the same time. In this case, the respective ...
Popular Articles
The new navigation menu
On 22 September, ApprovalMax will activate the new in-product navigation for all users. The old navigation will be switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
Support Policy
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax Trial, Standard or Advanced plan subscription, you automatically get access to our Basic ...
Roles in ApprovalMax (Xero)
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
How often is data synced with Xero?
Pulling new documents and pushing back approval decisions ApprovalMax pulls new Bills/Invoices/Purchase Orders every 1 hour during a day. However, due to Xero API limitations, it’s not possible to get them right after they’ve been created. You can ...
Which subscription plan is the right one for me?
Each ApprovalMax product (ApprovalMax for Xero and ApprovalMax for QuickBooks Online) has three plans (Standard, Advanced, Premium) that differ regarding the available features. ...