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
Related Articles
How can I offboard an Organisation?
Organisation retirement As time goes by, it might be required to offboard particular Organisations while keeping others live in ApprovalMax. For this purpose, ApprovalMax allows the retirement of Organisations. A retired Organisation will be moved ...
How to delete (offboard) a user in ApprovalMax (NetSuite)
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 ...
How to delete (offboard) a user in ApprovalMax (QuickBooks Online)
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 ...
What happens with a document in ApprovalMax if I delete it in Xero?
If you delete an approved document in Xero, this information will be passed on to ApprovalMax. Therefore, the document in ApprovalMax will be cancelled. If you need to remove such a document from ApprovalMax, please contact support.
How to delete (offboard) users in ApprovalMax (Stand-alone)
The Offboarding feature allows you to delete (offboard) users without leaving unnecessary traces that could block other operations in this Organisation. You can also replace offboarded users in their role as authors of requests in the workflows. For ...