How to off-board an organisation

Organisation retirement

As time goes, it might be required to off-board particular organisation while keeping ApprovalMax for other ones. ApprovalMax has a concept of organisation retirement that means that organisation will be available in a read-only mode and will be moved out of a paid subscription.

How to retire an organisation

To retire an organisation:
  • Being in the ApprovalMax product interface, click "My account" under your initials/logo in the top right corner
  • Go to the "Organisations" tab
  • Click "three dots" menu next to the Organisation you want to retire, click "Retire the Organisation" and confirm retirement
Organisation will be removed from the paid plan, so it will be possible to add another organisation to the vacant space. Remember to downgrade your subscription to change the billing if you do not add a new organisation.



How to delete an organisation

If you do not need this organisation even in a read-only mode, you can delete it following the steps:
  • Being in the ApprovalMax product interface, click "My account" under your initials/logo in the top right corner
  • Go to the "Organisations" tab
  • Click "three dots" menu next to the Organisation you want to retire, click "Delete the Organisation" and confirm deletion


The Organisation will be deleted and removed from the paid plan, so it will be possible to add another organisation to the vacant space. Remember to downgrade your subscription to change the billing if you do not add a new organisation.

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