How to invite a user to "Practice staff"

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 to "Practice staff" under your Avatar in the top right-hand corner:


  • Click on the  button and type in the user’s email address. 
    You can enter multiple email addresses; separated by a comma, semicolon, or whitespace. Check below how to add users in bulk.


  • Then click on the  button. When all users are listed, click on "NEXT":

  • Optionally, specify an invitation message. When you're ready, click on "ADD USERS":

     
  • When the invitee has accepted the invitation, their status changes to "Active" and you can proceed with the role assignment.
  • If the invitee has rejected/not accepted the invitation, you can reinvite such users by clicking in the Status column on "REINVITE" next to the "Pending" status:



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