Can Administrators change user names?

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• 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 ...

• How can I assign a new role to a user?

  Organisation Administrators and Workflow Managers can assign different roles to the users. This is how you assign a new role to a user: Find your Organisation in the main menu Open the Users page under Workflows And Settings Select a role from the ...

• 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 ...

• Is it possible to change a Sales Invoice after its final approval? (QuickBooks Online)

  As long as a Sales Invoice has not been fully approved, its Requester has the option to edit the request (this means the Sales Invoice will be resubmitted for approval), or to cancel it: As soon as a Sales Invoice has been fully approved, it can no ...