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 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 ...
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 ...
Can I do a trial without using my real data from Xero?
Yes! You can find out how ApprovalMax works by connecting to a demo organisation, which can be created in Xero for that purpose. This way, you can test all ApprovalMax features without affecting your real Xero data in any way. This is how you connect ...
Single Sign Up (SSU): how to sign up for ApprovalMax with your Xero account
Are you tired of tracking new logins and passwords? You can use your Xero account for signing up with ApprovalMax. This way you need only to remember your Xero credentials. Sign up for an ApprovalMax trial account under ...