How to delete (offboard) a user in ApprovalMax (Xero)
What is the Offboarding feature?
The Offboarding feature allows you to delete (offboard) users without leaving unnecessary traces that would block other operations in this Organisation. You can also replace offboarded users in their role as authors of requests in the workflows.
When do you need to offboard users?
When one of the ApprovalMax users leaves an Organisation, you’ll need to adjust the workflows/requests this user has participated in, and also remove all delegations this user holds.
Who can offboard users?
Only Administrators or Account Owners can offboard in their Organisation users that have a User, Auditor, or Administrator role. The Account Owner cannot get offboarded.
How to offboard a user
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