How to off-board an Organisation

Organisation retirement

As time goes by, it might be required to off-board particular Organisations while keeping others live in ApprovalMax. For this purpose, ApprovalMax allows the retirements of Organisations. A retired Organisation will be moved out of its paid subscription, thus freeing up a space, and remain available in read-only mode.

How to retire an Organisation

This is how you retire an Organisation:
  • 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 on the "three dots" menu next to the Organisation you want to retire, click on "Retire the Organisation" and confirm its retirement.
The Organisation will be removed from the paid plan, so you’ll be able to add another Organisation instead. Remember to downgrade your subscription if you’re not planning to add a new Organisation. Otherwise your billing amount will remain the same and won’t be reduced.




How to delete an Organisation

If you don’t need a particular Organisation any more, not even in read-only mode, you can delete it by following these steps:
  • 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 on the "three dots" menu next to the Organisation you want to delete, click on "Delete the Organisation" and confirm its deletion.


The Organisation will be deleted and removed from the paid plan, so you’ll be able to add another Organisation instead. Remember to downgrade your subscription if you’re not planning to add a new Organisation. Otherwise your billing amount will remain the same and won’t be reduced.

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