Business account roles

Business account roles

  1. An account owner is a registered person who created an account. They can apply for Partner status, access the Partner Portal and Practice staff, invite users and assign their roles, send out invitations to certifications, add new/delete/retire Organisations and manage subscriptions. The role of the account owner is automatically assigned and cannot be changed or given to any other user.

  2. A manager is a person who has an ApprovalMax profile and has been assigned to an account to perform the same functions as the account owner. An account manager with almost the same authority, however, cannot cancel an account, apply for Partner status, assign account roles and remove users from Practice staff.

  3. A user manager is a person who has an ApprovalMax profile and has been assigned to an account to perform the same functions as the manager. However, this person is not able to delete Organisations and doesn't have access to Billing and Subscriptions. Such users can manage users' access to the Organisations and Practice Staff.

  4. A member is a person who has an ApprovalMax profile and has been assigned to an account as a related person to allow access to the Partner Portal. Users with the above roles can see members in Practice Staff and manage their access to the Organisations.

    • Related Articles

    • 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 ...

    • 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 ...

    • 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 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/. On the Partner Portal page, click on the "APPLY NOW" button: Fill in the required information and submit your application: ...