How to onboard a new organisation

Creating new organisation

First, create a new Organisation by clicking "+ Add Organisation" in the navigation bar. Organisation will be aded as a Trial one.

Once you are ready to fully onboard this new organisation, you'll need to add it to a paid subscription in ApprovalMax.

Adding organisation to a subscription

If you already have a subscription with a room for a new Organisation, then just add new Organisation to a plan. To do so:
  • Being in the ApprovalMax product interface, click "My account" under your initials/logo in the top right corner
  • Go to the "Organisations" tab
  • Click "Add to a subscription" button and select to which subscription you'd like to add



Increasing the number of allowed organisations on a subscription

If you do not have a room for a new organisation in any subscription, then you'll need to increase the number of allowed organisation. To do so:
  • Being in the ApprovalMax product interface, click "My account" under your initials/logo in the top right corner
  • Go to the "Subscriptions" tab
  • Click "Increased the allowed quantity" button and follow the wizard steps
  • Then you can add Organisation to this subscription


Creating a new subscription

If you'd like to have a new subscription for this new organisation, then please follow the steps for creating of a new subscription, see Can I add another subscription.

Feedback and Knowledge Base