Video: How Partners can work with Practice Staff

Video: How Partners can work with Practice Staff

ApprovalMax product walk-through: How Partners can work with Practice Staff 

    • Related Articles

    • What is "Practice staff"?

      This feature allows the account owner/account manager/ user manager to add users to a Partner account (i.e. business account with approved Partner status) and gives them certain access to Practice staff members, the subscriptions and Organisations ...
    • 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 the respective user and then click on the button. Next, select "Remove from ...
    • 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 ...
    • Business account roles

      An account owner is a registered person who created an account. They can apply for Partner status, access the Partner Portal and Practice staff, invite users and assign their roles, send out invitations to certifications, add new/delete/retire ...