Adding users in ApprovalMax is a straightforward process, whether you're inviting them one by one or in bulk.
This is how you add users:
In the main menu, go to your Organisation and open the Users page under Workflows and settings:
Click on the +ADD NEW USERS button:
Enter the user or users' email addresses. You can add multiple addresses at once by separating them with a comma, semicolon, space or a new line. Then click on the ADD button:
If you want to remove any mistakenly added users, hover over their name and click on REMOVE:
After reviewing the list of users, click on NEXT.
Choose whether to invite users immediately or not, and click on FINISH.
You can:
Select “Invite the users by email right away” to send invitations immediately and add an optional message
Keep the default to “Do not invite” if you wish to skip inviting them for now
Once added, the new users' status will be:
Not Invited: users were added but not yet invited
Pending: users were invited but have not yet accepted the invitation
Active: users who have accepted the invitation and have an active account
If a user has the Pending status and needs to be reminded, hover over their name and click on Invite again:
You can also now proceed with assigning the appropriate role for each person:
For a visual walk-through, feel free to watch our video tutorial.