What users with the Organisation Workflow Manager role can/cannot do
Organisation Workflow Manager is a role in the Organisation that is responsible for managing workflows and users within this Organisation.
The Account Owner or Administrator can assign the Organisation Workflow Manager role to users within this Organisation, or remove users from this role.
There can be multiple Organisation Workflow Managers within one Organisation.
What can users with an Auditor role do?
An ApprovalMax Auditor has a read-only user role. It allows him to better understand the approval workflow in operation, without the risk of accidentally changing, approving, or rejecting something. Auditors can: Access and work with reports See all ...
How can I assign a new role to a user?
Organisation admins can assign different roles to the users. To assign a new role to a user: Choose your Organisation in the main menu Navigate to the "Users" page under the main menu "Workflows and settings" section Select a role from the drop-down ...
How can I add users in ApprovalMax?
This is how you add users in ApprovalMax: Go to the main menu, select your Organisation and open "Users page" under "Workflows and Settings" section. Click on the button and type in the user’s email address. You can enter multiple email addresses; ...
Can I copy users between Organisations? (Xero)
ApprovalMax does not support a feature for copying users from one Organisation to another. However, as a workaround, you can use the copy workflow function and copy users with this. Then, just open the Users page under Workflows and Settings and ...
How can I assign a new role to a user? (Cin7 Core)
Organisation Administrators can assign different roles. To assign a new role to a user, simply navigate to the Users page under the main menu's Workflows and Settings section and select a role from the drop-down menu next to the user: