Practice Staff
Accounting & Bookkeeping Firms Guide
Our Accounting & Bookkeeping Firms Guide is available on our website, please follow this link to find it: ApprovalMax – Accounting & Bookkeeping Firms Guide
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 ...
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 the respective user and then click on the button. Next, select "Remove from ...
How to invite a user to "Practice staff"
Adding users to a business account is similar to adding users to the product but only available to account owners and account managers. By default, users are added with the member role. This is how you add users to "Practice staff" in ApprovalMax: Go ...
What is "Practice staff"?
This feature allows the account owner/account manager/ user manager to add users to a Partner account (i.e. business account with approved Partner status) and gives them certain access to Practice staff members, the subscriptions and Organisations ...