Can I copy users between Organisations?
Overview
This article is applicable to:
- Stand-alone users
- Xero users
- QuickBooks Online users
- NetSuite users
Step-by-Step Guide
ApprovalMax does not support a feature for copying users from one Organisation to another.
Then, just open the Users page under Workflows and Settings and invite users in bulk:
Users need to accept the invitation before they can perform any action for a certain Organisation in the system.
Related Articles
How can I copy workflow settings to another Organisation? (NetSuite)
ApprovalMax supports a tool for copying a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the workflow ...
How can I add users in ApprovalMax?
This is how you add users in ApprovalMax: Go to the main menu, select your Organisation and open the Users page under Workflows and settings. Click on the +ADD NEW USERS button and type in the user’s email address. You can enter multiple email ...
How can I copy workflow settings to another Organisation? (Xero)
ApprovalMax supports a tool that allows to copy a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the ...
Can I bulk add users?
Adding a large number of users in a single step is indeed possible in ApprovalMax. Here's a detailed description of how you can achieve this: How can I add users in ApprovalMax?
How to copy Xero Quote to a Sales Invoice
ApprovalMax allows Quotes Requesters to copy accepted Quotes to Invoices. Please note: the Quote Requester needs to be added also as a Sales Invoice Requester in the "Sales Invoice" workflow. This is how it works: Open an accepted Quote, click on ...