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
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 you ...
Can I copy users between Organisations? (Xero)
ApprovalMax does not support a feature for copying users from one Organisation to another. However, as a workaround, you can use the copy workflow function and copy users with this. Then, just open the Users page under Workflows and Settings and ...
What is the "Watchers" functionality? (Stand-alone)
The "Watchers" functionality in ApprovalMax allows users to closely monitor and stay informed about specific approval requests within the system. When a user is assigned as a "Watcher" for a particular request, they will receive notifications and ...
Who can add Watchers to a request? (Stand-alone)
Other watchers Requesters Any Approver of the request (in any approval step) Organisation Administrators
What Watchers can/cannot do (Stand-alone)
As a Watcher in ApprovalMax, you have certain capabilities and restrictions. Here's a breakdown of what Watchers can and cannot do: Watchers can Watchers cannot View the document details Change the status of a document (approve or reject) Receive ...