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)
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 ...
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 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 ...