How can I assign a new role to a user?

Company admins can assign different roles to the users.
To assign a new role to a user, simply navigate to the Users page under the main menu and select a role from the drop-down list next to the user:

• Related Articles

• Roles in ApprovalMax

  There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...

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

  Company admins can assign different roles to the users. To assign a new role to a user, simply navigate to the Users page under the main menu and select a role from the drop-down menu next to the user:

• How can I assign a new role to a user? (stand-alone)

  Company admins can assign different roles to the users. To assign a new role to a user, simply navigate to the Users page under the main menu and select a role from the drop-down menu next to the user:

• How to invite a user to "Practice staff"

  Adding users to a business account is similar to adding users to the product but only available to account owners and account managers. By default, users are added with the member role. This is how you add users to "Practice staff" in ApprovalMax: Go ...

• What can users with an Auditor role do?

  An ApprovalMax Auditor has a read-only user role. It allows him to better understand the approval workflow in operation, without the risk of accidentally changing, approving, or rejecting something. Auditors can: ·         Access and work with ...