Video: How Partners can work with Practice Staff

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• What is Practice Staff?

  This feature allows Account Owners/Account Managers/User Managers to add users to a Partner account (i.e. a business account with approved Partner status). It also gives them certain access to Practice Staff members, the subscriptions, and ...

• Practice Staff roles

  A member has an ApprovalMax profile and was assigned to a Partner account as a related person. Members are visible in the Practice Staff list and have access to the Partner Portal. A user manager has the same authority as a member but can also add ...

• Troubleshooting: a user cannot be added to Practice Staff

  Users are only able to accept an invitation to a business account if they: Do not have their own business account Have not been added to any other business account If a user is shown a message like the one below, it means that they either have ...

• Video: How to work as a Practice Staff member

  ApprovalMax product walk-through: How to work as a Practice Staff member ​​

• How to remove a user from Practice Staff

  Only an Account Owner has the authority to remove users from Practice Staff. To remove a user from Practice Staff, hover over the user name or tick the checkbox next to this user and then click on the button. Next, select "Remove from Practice ...