In ApprovalMax, only the Account Owner can manage billing and subscriptions.
If the Account Owner is not available or their email address is no longer accessible, the Account Owner must be updated before any subscription or billing changes can be made.
Transferring Account Ownership
If the current Account Owner is available, they can initiate an account transfer. However, if the Account Owner is unavailable, follow these steps to transfer ownership to a new email address:
Gather the following details:
Current email of the Account Owner
Name of the Organisation
New email for the Account Owner
Provide this information to ApprovalMax support to facilitate the ownership transfer.
Once ownership is transferred to the new email, the new Account Owner can manage the subscription and renewal from their account.
Please note: For security purposes, if the current Account Owner's email cannot be accessed, ownership can only be transferred to an existing Administrator on the account. Please contact ApprovalMax support to proceed.
Managing Billing and Subscriptions
Once ownership has been transferred, the new Account Owner can manage billing and subscriptions by navigating to Billing & Subscriptions in their account settings.
From there, you can:
Please note: If a subscription has expired and a new one has already been purchased, the Organisation must be migrated from the expired subscription to the new one.