Can Administrators change user names?
No, they can't. ApprovalMax Administrators don't have access to a user's profile data.
Only the users themselves can change
their user name by accessing "My profile" under the Avatar in the top right-hand corner.
Is it possible to change the email address of a user?
There is no direct way to change the email address of a user who was invited to ApprovalMax as the email address is tied to the user identity. However, the Administrator can use one of the following workarounds: Solution 1: The Administrator creates ...
Is it possible to change a Purchase Order after its final approval? (Cin7 Core)
It is not possible to change in ApprovalMax Purchase Orders pulled from Cin7 Core. If changes are inevitable, however, authorised users are able to make them to the Purchase Order in your accounting software (such as Cin7 Core). Before the final ...
Roles in ApprovalMax (QuickBooks Online)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
How can I change the currency in QuickBooks Online Purchase Orders?
Provided that your Intuit account features multi-currency support and you managed "Currencies" in the advanced settings of your QuickBooks Online Organisation, you can specify a different currency (other than your home currency) for a Supplier: ...
How can I assign a new role to a user?
Organisation admins can assign different roles to the users. To assign a new role to a user: Choose your Organisation in the main menu Navigate to the "Users" page under the main menu "Workflows and settings" section Select a role from the drop-down ...