When can I accept an invitation to a business account?
It is only possible for users 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
A user's data (except their email address) is visible to other business account managers and owners only after the user has accepted the invitation.
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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 ...
Business account roles
A member is a person who has an ApprovalMax profile and has been assigned to a Partner account as a related person. Member is visible in Practice staff list and has access to a Partner Portal. A user manager has the same authority as a member plus ...
How to accept an invitation to the Partner Portal
Accept an invitation in the Avatar menu Messages about an invitation to the Partner Portal appear in the Avatar menu of authorised users who have a profile and received one or more invitations to a business account. Click on your Avatar in the top ...
How can I transfer my account?
Account Owners can initiate an account transfer to any user (irrespective of that user holding an account or not). An account transfer also transfers all subscriptions and all Organisations under that account. A transfer of account might be required ...
How can an Account Owner transfer Organisations to another account?
An Account Owner can start the transfer of Organisations that belong to their account. Besides, an Organisation's Administrator who is not the owner of the account that contains these Organisations can request the transfer of such Organisations from ...