Video: How to work as a Practice Staff member
Video: How Partners can work with Practice Staff
ApprovalMax product walk-through: How Partners can work with 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 ...
What is "Practice staff"?
This feature allows the account owner/account 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 management, and ...
How to remove a user from "Practice staff"
Only an account owner has the authority to remove users from "Practice staff". This is how it works: Hover over the user name or tick the checkbox next to the respective user and then click on the button. Next, select "Remove from Practice staff": ...
Video: How to perform Contact approval
ApprovalMax product walk-through: how to perform Contact approval in ApprovalMax https://youtu.be/OuOYwSFxJ5c You can also have a look at this article: How does the approval of Contacts work?