Can I copy users between Organisations? (Stand-alone)
Unfortunately, this is not possible.
You need to invite users to each Organisation, and users need to accept the invitation before they can perform any actions for a certain Organisation in the system.
You can speed up the process by adding users to an Organisation in bulk
For which Organisations are stand-alone workflows available?
Stand-alone workflows are available for Organisations with: Normal trials Advanced feature trials with a standard subscription Premium subscriptions Partner status: Partners can nominate one of their Organisations as a free Partner edition ...
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how ...
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 to delete (offboard) users in ApprovalMax (Stand-alone)
The Offboarding feature allows you to delete (offboard) users without leaving unnecessary traces that could block other operations in this Organisation. You can also replace offboarded users in their role as authors of requests in the workflows. For ...
How can I add users in ApprovalMax? (Stand-alone)
This is how you add users in ApprovalMax: Go to the main menu, select your Organisation and open Users page under "Workflows and Settings". Click on the button and type in the user’s email address. You can enter multiple email addresses; separated ...