Inviting Users & Managing Roles

To add team members, navigate to Users & Settings from the top navigation bar. Enter their email address and click invite. They will receive a secure email containing a one-time link to set their password and activate their account.

Approvdit uses strict Role-Based Access Control (RBAC):

• User: Standard access. Can submit requests, view their own submitted history, and approve workflow steps assigned specifically to them.
• Auditor: Read-only access to the entire organization. Can view all requests, dashboards, and export reports, but cannot submit or approve anything.
• Administrator: Full control. Can build workflows, manage the vendor master list, invite/deactivate users, and change organization settings.

Admins can deactivate a user at any time. This immediately revokes their access and logs them out, but their historical audit trail remains intact. The complete lifecycle: User Invitations & the Account Lifecycle, and the security layer: User Security: Mandatory 2FA.