Video: How to work as a Practice Staff member

Video: How to work as a Practice Staff member

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


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    • How to invite a user to Practice Staff

      Adding users to a business account works similar to adding users to the product, but this functionality is only available to Account Owners and Account Managers. By default, users are assigned to the member role. This is how you add users to Practice ...
    • What roles are available in ApprovalMax Practice Staff?

      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 ...
    • 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 ...
    • 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 ...