How to onboard a new Organisation

Creating a new Organisation

First, create an Organisation by clicking on "+ Add Organisation" in the navigation bar. The new Organisation will start off as a trial Organisation.

When you’re ready to fully onboard this new Organisation, you'll need to add it to a paid subscription in ApprovalMax.

Adding an Organisation to a subscription
  • If you already have a subscription with a space for the new Organisation, just add it to this plan. This is how it works:
  • In the ApprovalMax product interface, click on "My account" under your initials/logo in the top right-hand corner.
  • Go to the "Organisations" tab.
  • Click the "Add to a subscription" button and select to which subscription you'd like to add your new Organisation.




Increasing the number of allowed Organisations for a subscription
  • If you have no more spaces for a new Organisation in any of your subscriptions, you'll need to increase the number of allowed Organisations. This is how it works:
  • In the ApprovalMax product interface, click on "My account" under your initials/logo in the top right-hand corner.
  • Go to the "Subscriptions" tab.
  • Click the "Increase the allowed quantity" button and follow the wizard steps.
  • Then you can add the Organisation to this subscription.


Creating a new subscription

If you prefer to have a separate subscription for your new Organisation, follow the steps for creating a new subscription as detailed in Can I have multiple subscriptions?

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