Setting up users
Can I copy users between Organisations? (QuickBooks Online)
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 ...
How to delete (offboard) a user in ApprovalMax (QuickBooks Online)
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 ...
Roles in ApprovalMax (QuickBooks Online)
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 ...
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: In the main menu select your Organisation and open "Users" page under "Workflows and settings" section: Click on the button and type in the user’s email address. You can enter multiple email addresses; ...
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 See all ...
How can Administrators manage Substitutes? (QuickBooks Online)
When Approvers are on holiday, either the Administrator or the Approvers themselves have the option to assign a Substitute to handle approval requests on their behalf. By setting a Substitute, all approval requests that would ordinarily be sent 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 ...
How can I assign a new role to a user?
Company admins can assign different roles to the users. To assign a new role to a user, simply navigate to the main menu, select your Organisation and open "Users" page under "Workflows and settings" section: and select a role from the drop-down list ...
Do Approvers need access to QuickBooks Online to do approvals?
No, Approvers who authorise Bills and Purchase Orders don't need access to QuickBooks Online in order to approve documents in ApprovalMax — this is one of the core benefits of ApprovalMax.