Related Articles
What happens when a Default Approver approves a request
Overview Effect of Default Approver's approval Overview The Default Approver is a user defined at an approval step to handle cases where no Approver is assigned based on the rules set in the approval matrix. This article applies to: Xero users ...
How can an Account Owner transfer Organisations to another account?
An Account Owner can transfer Organisations that belong to their account. An Organisation Administrator who is not the owner of the account that contains these Organisations can request the transfer of such Organisations from the Account Owner. ...
Setting up a Default Approver
Overview How to set a Default Approver Overview When a new value - such as Vendor, Inventory Item, Account or custom field - is added to your system, it may not be reflected straight away in the approval matrix for a particular step. As a result, a ...
Auditor role permissions in ApprovalMax
Overview What can Auditors do? How to add an Auditor Overview An ApprovalMax Auditor has a read-only user role. This allows Auditors to better understand the approval workflow in operation, without the risk of accidentally changing, approving or ...
Who has access to approval requests?
The security logics in ApprovalMax restrict the access to approval requests. Any particular request can only be seen by: The Requester (the person who created the request) The Approvers who make an approval decision for the request The Watcher who ...