How can I add users in ApprovalMax? (Cin7 Core)
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 button and type in the user’s email address.
You can enter multiple email addresses; separated by a comma, semicolon, or whitespace. Check below how to add users in bulk.
- Then, click on the button. When all users are listed, click on NEXT:
- In the dialogue window, specify whether you want to invite these users right away or not. Optionally, you can leave a short message there to be sent with the invitation email:
- To send the invitation, click on FINISH.
- Once the invitation has been sent, the status is Pending.
You can resend the invitation by clicking on Invite Again, or Off-board User respectively:
- When the invitee has accepted the invitation, their status changes to Active and you can proceed with the settings for this person (assign appropriate roles / set up approval workflows).
This is how you add users in bulk:
Adding a large number of users in one go is easy:
- Go to the main menu, select your Organisation and open the Users page under Workflows And Settings.
- Click on the ADD USERS button.
- Enter the users' email addresses via copy-paste or type in each email address one by one, separated by a space, and click on ADD:
To skip inviting users for the moment, keep the default “Do not invite” and click on FINISH.
- To invite these persons and make them active users of the approval workflows, select “Invite the users by email right away”:
Users that were added to ApprovalMax but have not yet been invited are displayed on the Users page with the status Not Invited:
Feel free to watch our video tutorial for a walk-through.
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 "Users page" under "Workflows and Settings" section. Click on the button and type in the user’s email address. You can enter multiple email addresses; ...
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?
Can I bulk add users? (Cin7 Core)
Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?
Video: How to add and invite users to ApprovalMax
ApprovalMax product walk-through: how to invite a user to ApprovalMax in just a few steps https://www.youtube.com/watch?v=AIuWp93v3Z4
Roles in ApprovalMax (Cin7 Core)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and workflow-based roles. Within the same Organisation, an ApprovalMax user can have one Account-based or Organisation-based role and at the same time be assigned to ...