What is "Practice staff"?

What is "Practice staff"?

This feature allows the account owner/account manager/ user 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 the Partner portal for: 
  1. Managing users
    1. Add users to a Practice Staff
    2. Reinvite users
    3. Remove users from Practice Staff
    4. Assign a role
    5. View Organisations and processes
    6. Manage access to Organisations and assign Organisation-based roles
    7. Offboard users from all Organisations and workflows and add a replacement
  2. Certification management
    1. See users' certification status and download certificates
    2. Invite users to certification
The functionality of "Practice staff" is only available to the account owner/account manager/user manager. To open it, click on your Avatar in the top right-hand corner and then under the Avatar on the "Practice staff" menu:




This is what you can do in "Practice staff":
  1. To add a user, click on the "ADD NEW USER" button in the left corner.
  2. To reinvite a user who has not yet accepted/rejected an invitation, hover over the user name and click in the Status column on "REINVITE" next to the "Pending" status. 
  3. For users who have completed certification, the certification date is displayed along with a download button.
  4. You can send users who are not yet certified an invitation to certification by clicking in the Certification column on "SEND INVITATION" next to the user name.
  5. The number in the Organisations column reflects the number of Organisations that a user has been added to in any role. Clicking that link opens a pop-up with a list of those Organisations and workflows. This information is only displayed for users who have accepted an invitation:



  6. To change a user's role in Practice Staff, click on the respective role and select another one from the list (available only to the account owner):



  7. To remove a user from Practice staff, hover over the user name and click on the  button on the right. Then select "Remove from Practice staff":



    Clicking this initiates the user's removal from "Practice staff" (available only to the account owner).
  1. To manage access to all Organisations a user is involved in and assign the appropriate Organisation-based role in each one, click on the  button next to the respective user and select Manage Organisation Access:

    Then tick the checkboxes next to the Organisations to which you want to invite a user and assign the appropriate role and click on UPDATE:


    The user needs to accept the invitation to the Organisations:


  2. To off-board a user from all Organisations and workflows, and add a replacement, click on the  button next to the respective user and select Off-board:


    Choose a replacement and click on DONE:
Learn more about Practice Staff here.



    • Related Articles

    • Business account roles

      An account owner is a registered person who created an account. They can apply for Partner status, access the Partner Portal and Practice staff, invite users and assign their roles, send out invitations to certifications, add new/delete/retire ...

    • 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 ...

    • 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 the respective user and then click on the button. Next, select "Remove from ...

    • Roles in ApprovalMax (Stand-alone)

      There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based roles. Within one Organisation a user in ApprovalMax can have one Account-based or Organisation-based role and at the same time be assigned to several ...