Related Articles
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 ...
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 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 the ApprovalMax Partner Programme?
The ApprovalMax Partner Programme is a specialised initiative designed for accounting and bookkeeping firms, cloud integrators and others looking to collaborate and engage more closely with ApprovalMax. This programme offers a range of benefits ...
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 ...