Practice Staff
Video: How to work as a Practice Staff member
ApprovalMax product walk-through: How to work as a Practice Staff member
Video: How Partners can work with Practice Staff
ApprovalMax product walk-through: How Partners can work with Practice Staff
Troubleshooting: a user cannot be added to Practice Staff
Users are only able 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 If a user is shown a message like the one below, it means that they either have ...
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 ...
How to remove a user from Practice Staff
Only an Account Owner has the authority to remove users from Practice Staff. To remove a user from Practice Staff, hover over the user name or tick the checkbox next to this user and then click on the button. Next, select "Remove from Practice ...
How to invite a user to Practice Staff
Adding users to a business account works similar to adding users to the product, but this functionality is only available to Account Owners and Account Managers. By default, users are assigned to the member role. This is how you add users to Practice ...
What is Practice Staff?
This feature allows Account Owners/Account Managers/User Managers to add users to a Partner account (i.e. a business account with approved Partner status). It also gives them certain access to Practice Staff members, the subscriptions, and ...
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)
Overview Account-based role Organisation-based roles Workflow-based roles OverviewThere are three types of roles in ApprovalMax: account-based, Organisation-based and workflow-based. Within the same ApprovalMax Organisation, a user can have one ...
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 ...