When does the Account Owner/Billing Contact of a party get notified?
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 ...
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 ...
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 ...
Contact approval process: who will be notified, and when?
Requesters are notified about approvals, rejections and comments. Approvers are notified when their decision is required. The previous Approvers as well as the current Approvers of a step get notified about comments. The Approvers of later steps ...
How to contact support
Organisation Administrators, Account Owners, and Practice Staff Managers (Partner accounts) have access to technical support to address any questions or issues they may encounter. Please use the “Contact Support” button directly in the product: Or ...