ApprovalMax

Expert-led sessions designed to help your team confidently use ApprovalMax.

<b>Please note:</b> This article applies to our classic subscription model. If your Organisation is on Tiered Usage-Based Pricing, see the <a href="https://support.approvalmax.com/en/articles/565145-what-s-included-in-the-approvalmax-training-package">TUP version </a>of this article instead.

Two 60-minute training sessions designed to strengthen your team’s skills and confidence

A detailed product walkthrough to unlock ApprovalMax’s full value and ensure effective workflow setup

Custom training tailored to your specific setup to boost team performance from day one

Expert advice to fine-tune workflows and configurations for your business

Training for both Administrators and Users to keep operations running smoothly and efficiently

1. Two 60-minute training sessions designed to strengthen your team’s skills and confidence
2. A detailed product walkthrough to unlock ApprovalMax’s full value and ensure effective workflow setup
3. Custom training tailored to your specific setup to boost team performance from day one
4. Expert advice to fine-tune workflows and configurations for your business
5. Training for both Administrators and Users to keep operations running smoothly and efficiently

What is the ApprovalMax Training Package?

Back to ApprovalMax.com

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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