This is how you add users in ApprovalMax
In the main menu, select your Organisation and open the Users page under Workflows and settings.
Click on the +ADD NEW USERS button and type in the user’s email address.
You can enter multiple email addresses; separated by a comma, semicolon or space (find below how to add users in bulk).
Then click on the ADD button. When all users are listed, click on NEXT.
In the dialogue window, specify whether you want to invite users right away, or later.
To send the invitation, select "Invite the users by email right away" and click on FINISH.
Once the invitation has been sent, the status is Pending. You can resend it by clicking on Invite again or OFFBOARD respectively:
When the invitee has accepted the invitation, their status changes to Active and you can proceed with the settings for this person (assign an appropriate role/ set up an approval workflow).
This is how you add users in bulk
In the main menu, select your Organisation and open the Users page under Workflows and settings.
Click on the +ADD NEW USERS button.
Enter the users' email addresses via copy/paste or type in each email address one by one, separated by a space, and click on ADD.
When all users are added, click on NEXT.
To skip inviting users for the moment, keep the default “Do not invite” and click on FINISH.
To invite these persons now and make them active users of the approval workflow, select “Invite the users by email right away”.
Users that were added to ApprovalMax but not yet invited are displayed on the Users page with the status Not Invited:
Feel free to watch our video tutorial for a walk-through.