Who can edit Contacts after they were submitted for approval?

Who can edit Contacts after they were submitted for approval?

The person who has requested a Contact's approval can edit and resubmit that Contact for approval up to the point where this Contact is fully approved.
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    • How can Requesters amend a Contact before approval?

      Pending Contact requests can be amended by Requesters. In order to edit a Contact record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.
    • Can I delete a Contact in ApprovalMax?

      Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after full approval, you need to ...
    • How does the approval of Contacts work?

      In ApprovalMax you can configure a multi-step approval workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process in ApprovalMax. This is how it works: A new ...
    • Is it possible to run the approval process for existing Contacts?

      No, this is not possible. The Contact Approval workflow in ApprovalMax can only be initiated for newly created Contacts.
    • How can I specify instructions for Xero Contact Requesters?

      An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...