Business account roles

Business account roles

  1. A member is a person who has an ApprovalMax profile and has been assigned to a Partner account as a related person. Member is visible in Practice staff list and has access to a Partner Portal. 
  2. A user manager has the same authority as a member plus can add members to a Practice staff, manage access to Organisations for Practice staff users (add to Organisations/offboard). 
  3. A manager has the same authority as a user manager. This person also can manage subscriptions in Billing and Subscriptions section.
  4. An account owner is a registered person who created an account. They have access the Partner Portal and Practice staff, invite users and assign their roles, appoint managers, send out invitations to certifications, add new/delete/retire Organisations and manage subscriptions, transfer account. The role of the account owner is automatically assigned and cannot be changed or given to any other user.

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