Practice Staff roles

Practice Staff roles

  1. A member has an ApprovalMax profile and was assigned to a Partner account as a related person. Members are visible in the Practice Staff list and have access to the Partner Portal. 

  2. A user manager has the same authority as a member but can also add members to Practice Staff and manage the access to Organisations for Practice Staff users (add to Organisations/offboard). 

  3. A manager has the same authority as a user manager but can also manage subscriptions in the Billing & Subscriptions section.

  4. An Account Owner is the user who is registered as the person who created the account. They have access to the Partner Portal and Practice Staff, can invite users and assign their roles, appoint managers, send out invitations for certifications, add new/delete/retire Organisations and manage subscriptions, and transfer the account.
    The Account Owner role is assigned automatically and cannot be changed or given to any other user.

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