Setting up users
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 the ...
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 ...
How can I add users in ApprovalMax? (NetSuite)
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" section. Click on the +ADD NEW USERS button and type in the user’s email address. You can enter multiple ...
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 three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
Popular Articles
Can I view the certification status of employees?
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
ApprovalMax Support Policy
Feel free to contact us during your trial or subscription period; our Customer Support team will be happy to help. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a Standard/Advanced ...
Roles in ApprovalMax
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role, and get assigned to several workflow-based ...
Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses. We'd love to show you ...
How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...