Accessing ApprovalMax
How do Administrators and Workflow Managers get notified about workflow changes?
In ApprovalMax, you can activate notifications about the most important events regarding workflows and have them sent to a particular email address. Administrators and Workflow Managers can turn on instant notifications in My Profile under their ...
How can I log in with my alternative method if I lost access to the Authenticator?
If you've lost access to your Authenticator, you can use the alternative 2FA option for verification: either the code sent to your alternative email address, or the backup codes generated during the initial 2FA setup process. This is how it works Log ...
How to reset 2FA if I've lost/changed my device with the Authenticator application
To reset 2FA in ApprovalMax if you've lost or changed your device with the Authenticator application, follow these steps: 1. Use the alternative 2FA option for verification: either the code sent to your alternative email address, or the backup codes ...
How can an Organisation Administrator control and push users to enable 2FA?
ApprovalMax supports 2FA enforcing. Under Organisation settings and connections, you'll find the option for Two-factor Authentication Enforcement: On the Users page, ApprovalMax displays whether or not a user has enabled 2FA. This allows the ...
Is it possible to copy historical data from one Organisation to another?
Unfortunately, it is not possible to copy historical data such as requests, reports, matching from one ApprovalMax Organisation to another.
For what kind of events does ApprovalMax send notifications?
ApprovalMax sends out two types of email notifications (instantly and daily): About new requests (instantly) About comments (instantly) Other notifications (Auto-Approvals/Auto-Reject, Final Approval for Requesters, external rejection by the GL, ...
How can I change my time zone?
To change your time zone from any page, click on your avatar in the upper right-hand corner and open My profile: On the General page, select your new time zone and click on SAVE CHANGES:
Can Administrators change user names?
No, they can't. ApprovalMax Administrators don't have access to a user's profile data. Only the users themselves can change their user name by accessing "My profile" under the Avatar in the top right-hand corner.
Can Administrators enforce "Sign in with Google" for all users?
Unfortunately, the Administrator cannot enforce "Sign in with Google" for all users because it would mean disabling all username/password authentication. It is up to each user to decide which method they use to log in.
Does my ApprovalMax password expire?
No, the password to your ApprovalMax account does not expire.
Does a link for signing up to ApprovalMax expire?
Yes, the link in a sign-up email will expire after 10 days.
Does the invitation link to an Organisation expire?
No, the invitation link to an Organisation does not expire.
Video: How to manage two-factor authentication in ApprovalMax
ApprovalMax product walk-through: How to enable two-factor authentication (2FA) in ApprovalMax Watch on YouTube You can also have a look at this article: Does ApprovalMax support 2FA?
Why can't I log into ApprovalMax?
There are several possible reasons for issues with logging into ApprovalMax: First of all, check that you're using an up-to-date version of a supported browser . If you still can't log in, clear the browser cache and delete the cookies. If the above ...
How to enable/disable Two-Factor Authentication
Overview ApprovalMax supports 2FA with time-based one-time passwords. ApprovalMax Administrators can enforce users to enable it, for Australian and Xero-connected Organisations it is mandatory. For login/password authorisation, there are three ...
How can I change my name in ApprovalMax?
Everyone can change their username in ApprovalMax. This is how it's done: Click on your avatar in the top right-hand corner and open My profile: On the General page, change your username as you wish and click on SAVE CHANGES: Please note: Only users ...
How can I change my ApprovalMax password?
To change your password, click on your Avatar in the top right-hand corner and select My profile. In My profile go to Security section and click on CHANGE next to Password: and enter both the current and new password. Then confirm by clicking on ...
What happens if I forget my password?
Forgetting your password is not a problem, it can be reset by following these steps: Please click on this link: https://app.approvalmax.com/resetPassword Enter your email address in the form. Click on the "Reset password" button in the email sent to ...
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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 ...