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.
| Can | Can't |
| See workflow(s) | Change the Organisation's name
|
| Edit workflow steps (including the auto-approval step) | Edit the 2FA settings
|
| Edit workflow settings | Delete the Organisation |
| Copy workflows |
Disconnect software
|
| Activate workflows | Change Timezone／Currency／Financial year／Lock date |
| Restart workflows | See requests if they are not part of the approval workflow / if they are not Watchers |
| Select user Substitutes when workflow rules have been changed and the workflow is restarted | Assign roles to users other than the user role |
Export workflows to PDF
| Offboard users with a role other than the user role |
| View the workflow history | |
| See a list of users within the Organisation | |
| Invite new users and assign the user role (no other role) to them | |
| Offboard users who have the default user role | |
Connect the accounting software
| |
Connect additional software
| |
| Pull data from the connected software | |
| Receive email notifications if a workflow was edited, published or restarted (no matter who is the editor or publisher) | |
| Get assigned to any workflow-based role |
|
Related Articles
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 Administrators and Workflow Managers can assign different roles to the users. This is how you assign a new role to a user: Find your Organisation in the main menu Open the Users page under Workflows and settings Select a role from the ...
Does an Administrator need to add Account Managers to an Organisation?
There are two scenarios: Organisations are created by an Account Owner: During the creation of an Organisation by the Account Owner, all existing Account Managers are automatically added to it as Administrators. Any Account Managers added after the ...
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 the Users page under Workflows and settings. Click on the +ADD NEW USERS button and type in the user’s email address. You can enter multiple email ...
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 ...