Setting up users
Can I copy users between Organisations? (Xero)
ApprovalMax does not support a feature for copying users from one Organisation to another. However, as a workaround, you can use the copy workflow function and copy users with this. Then, just open the Users page under Workflows and Settings and ...
How to delete (offboard) a user in ApprovalMax (Xero)
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 change the email address to which the daily summaries are sent?
Daily summary emails stating all pending approval documents are sent to the Requesters. Approvers receive their own notifications about open requests – if they have activated the option of daily notifications in the "My profile" section. If you ...
How can I assign a new role to a user?
Organisation Administrators and Workflow Managers can assign different roles to the users. This is how you assign a new role to a user: Find your Organisation in the main menu Open the Users page under Workflows and settings Select a role from the ...
Is it possible to change the email address of a user?
There is no direct way to change a user's email address which was used to invite them to ApprovalMax because this email address is tied to the user's identity. However, the Administrator can use one of the following workarounds: Solution 1: The ...
How can Administrators manage Substitutes? (Xero)
When Approvers go on holiday, they or the Administrator can assign a Substitute to handle approval requests on their behalf as well as set a start and end date. During this period, all approval requests normally heading to the absent Approver will ...
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 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 +ADD NEW USERS button and type in the user’s email address. You can enter multiple email ...
Do Approvers need access to Xero to do approvals?
No, Approvers who authorise Bills, Purchase Orders and other documents don't need access to Xero 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 Xero.
Roles in ApprovalMax (Xero)
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 ...
Can I bulk add users?
Adding a large number of users in a single step is indeed possible in ApprovalMax. Here's a detailed description of how you can achieve this: How can I add users in ApprovalMax?
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
Popular Articles
Certification management
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 ...
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 ...
Bill-to-PO Matching: Migration process from old Matching to new Matching
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
Roles in ApprovalMax (Xero)
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 ...