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Assigning a new role to a user in ApprovalMax

Organisation Administrators and Workflow Managers can assign different roles to users.
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This is how you assign a new role to an ApprovalMax user ​

  • Find your Organisation in the main menu.

  • Open the Users page under Workflows and settings:

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  • Locate the user whose role you want to update. In the Role column next to their name, click on the current role to open the drop-down menu and select the new role. The role change will apply immediately.


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Here's a quick overview of how to assign a new role:
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