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 details, please refer to the articles about Xero-connected Organisations or QuickBooks Online connected Organisations.
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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 ...
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 ...
Roles in ApprovalMax (Stand-alone)
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...
Can I bulk add users?
Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?