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

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:


    • Related Articles

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

      Organisation 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 "Workflows and settings" section and select a role from the drop-down menu next to the user:
    • 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 main menu, select your Organisation and open Users page under "Workflows and settings" section: and select a role from the drop-down list ...
    • 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 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 ...
    • Stand-alone getting started guide

      What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...