Video: How Partners can work with Practice Staff
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 ...
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 ...
What is the ApprovalMax Partner Programme?
The ApprovalMax Partner Programme is a specialised initiative designed for accounting and bookkeeping firms, cloud integrators and others looking to collaborate and engage more closely with ApprovalMax. This programme offers a range of benefits ...