Knowledge Base ApprovalMax ApprovalMax Administration Setting up users

            Roles in ApprovalMax

            There are two types of roles in ApprovalMax:

            Organisation-based roles
            • Administrator: sets up workflows, assigns roles, adds new Organisations, and invites users.
            • Super Administrator: has the same rights as an Administrator but can also create new Organisations. The Super Administrator role is automatically assigned to the Account Owner.
            • Auditor: a read-only role which allows to better understand the approval workflow in operation, without the risk of accidentally changing, approving, or rejecting something.
            • User: the default role which is assigned to any user except Auditors and Administrators.

            Request-based roles
            • Approver: this role allows to make approval decisions (approve or reject), set up a Delegate, add other Approvers from their Organisation to the request as well as remove those that have previously been added.
            • Requester: this role allows to raise and change a request (Purchase order), add Approvers from their Organisation in any step of their request as well as remove those that have previously been added.

            Updated: 22 Feb 2019 12:09 AM
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