Partner Portal
What is the ApprovalMax Partner Programme?
The ApprovalMax Partner Programme is a specialised initiative designed for accounting and bookkeeping firms looking to collaborate and engage more closely with ApprovalMax. This programme offers a range of benefits tailored to Partners, enabling them ...
Does ApprovalMax support integration with Xero Practice Manager?
Yes, ApprovalMax supports integration with Xero Practice Manager. This feature allows for Partners to pull data from XPM (Staff Members, Clients) and add them to their Practice Staff in ApprovalMax. Where is it located? Upon opening the Practice ...
How can I claim my Partner Organisation?
To request your free Partner Organisation, log into your ApprovalMax account and click on your account avatar to access "Billing & Subscriptions": Find your Organisation under the Organisations tab. Then click on the three-dot menu and nominate an ...
How can I apply for Partner status?
In order to apply for Partner status, log into your ApprovalMax account and follow the link https://partner.approvalmax.com/. ApprovalMax supports two options for applying for a Partner status: By filling the application form By connecting to Xero ...
How to accept an invitation to the Partner Portal
Accept invitations in the avatar menu Messages about an invitation to the Partner Portal appear in the avatar menu of authorised users who have a profile, and received one or more invitations to a business account. Click on your Avatar in the top ...
Does an Administrator need to add account managers to an Organisation?
There are two possible scenarios: Organisations created by the account owner: When the account owner creates an Organisation, all then existing account managers are added automatically as Administrators. Any account managers that get added after the ...
When can I accept an invitation to a business account?
It is only possible for users to accept an invitation to a business account if they: Do not have their own business account Have not been added to any other business account A user's data (except their email address) is visible to other business ...
Business account roles
A member is a person who has an ApprovalMax profile and has been assigned to a Partner account as a related person. Member is visible in Practice staff list and has access to a Partner Portal. A user manager has the same authority as a member plus ...