Organisation retirement
As time goes by, it may be necessary to offboard certain Organisations while keeping others live in ApprovalMax. For this purpose, ApprovalMax allows Organisations to be retired.
Only the Account Owner has the authority to retire or offboard an Organisation, ensuring that such critical actions are performed securely.
A retired Organisation will be moved out of its paid subscription, freeing up space, but it will remain available in read-only mode. Authorised users of a retired Organisation will still have read-only access to it.
Retiring an organisation does not cancel the active subscription. Users need to manually downgrade or make necessary subscription changes.
Please note: A retired Organisation can only be assigned to an active subscription later on, or deleted. It's not possible to move it under a trial.
Available actions in a retired Organisation:
User offboarding (only the Account Owner can replace an offboarded user)
Viewing requests
Viewing the workflow and its export to a PDF file
Rename or delete the Organisation
All actions with reports and line item reports are available (though the creation of accrual reports for Xero is forbidden)
Viewing and downloading a budget file to a CSV file
This is how you retire an Organisation:
In the ApprovalMax product interface, click on Billing & Subscriptions 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.
This is how you delete an Organisation:
If you don’t need a particular Organisation, not even in read-only mode, you can delete it by following these steps:
In the ApprovalMax product interface, click on Billing & Subscriptions 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:
Please note: Deleting an Organisation cannot be reversed. The process may require several minutes to complete.
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.