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Account Management

ApprovalMax account setup, user management, billing, security, and feature updates.

611 articles
Billing & Subscriptions
About ApprovalMax
Where can I find the details of the ApprovalMax licensing?
How to contact the ApprovalMax Support
How to contact Sales
Is there a trial for ApprovalMax?
How can I start a trial?
What’s included in the 14-day All Features trial
What happens when your trial ends?
Is it possible to terminate my free trial in the product?
Why do I see a Trial Expired message?
Are there any limitations during the trial period?
How do I know if the All Features trial has ended?
When will an Organisation's Administrator/Account Owner get notified about the All Features trial?
How do I know that the All Features trial is now available for my Organisation?
Can I try all Advanced features for one of my Organisations?
Can I do a trial without using my real data from Xero?
Can I trial ApprovalMax without using my real data from QuickBooks Online?
Can I access the Advanced Features data after the trial ends?
Which subscription plan is the right one for me
How can I start a paid subscription?
What's the next step after purchasing a subscription?
How can I add an Organisation to a subscription?
Can I have multiple subscriptions?
Can I pay for my subscription annually, or only monthly?
How can I transfer my subscription?
How to upgrade your subscription
How can I upgrade one or several of my Organisations to the Advanced/Premium plan?
How to downgrade/cancel a subscription
Video: How to manage Billing & Subscriptions
How can I transfer an Organisation to another subscription?
How can an Organisation Administrator request the transfer of an Organisation
Do I need a new subscription when I want to add new clients?
Is an OCR tool included in the ApprovalMax subscription plans?
Troubleshooting: the Standard plan can't be selected when trying to start a paid subscription
Troubleshooting: I've bought a subscription but there's no option to add my Organisation to it
Are there volume discounts available?
What is the NFP application process for not-for-profits?
Stripe Billing in ApprovalMax
How can I change a billing address?
What payment methods are available?
How can I change the payment method?
Will I be charged GST / VAT / Consumption Tax?
Where can the Account Owner find the subscription invoices?
Is there a grace period if I have a problem with my payment?
How can I cancel my account?
How can I transfer my account?
How can I try ApprovalMax Capture?
What is the ApprovalMax Training Package?
I have multiple Organisations, how can I pay for ApprovalMax Capture?
Documents ApprovalMax Capture processed per billing cycle
How can I increase the allowance of an add-on package?
How can I purchase the add-on ApprovalMax Pay?
How can I purchase the add-on ApprovalMax Capture?
How to downgrade/cancel an add-on
When does the Account Owner/Billing Contact of a party get notified?
ApprovalMax product walk-through: the Advanced plan
How to submit a complaint
User Profile & Settings
How to enable/disable Two-Factor Authentication
How to generate backup codes for 2FA?
Options to Enforce Two-Factor Authentication (2FA)
Do I need to activate 2FA if I use a passkey?
2FA: Frequently Asked Questions
Video: How to set up two-factor authentication in ApprovalMax
Does ApprovalMax support 2FA via TOTP?
The Google Authenticator code for 2FA is not working
Troubleshooting: I'm asked to set up two-factor authentication - why, and what can I do?
Troubleshooting: error when enabling 2FA using the Microsoft Authenticator
How can I switch off email notifications?
How do I get to the Customer Feedback tool in ApprovalMax?
Passkey: Frequently Asked Questions
What happens if I forget my password?
How can an Organisation Administrator control and push users to enable 2FA?
ApprovalMax keeps getting disconnected
How to enable notifications for Requesters
What requirements are in the ApprovalMax password policy?
User login lockout policy
What is a passkey?
How to set up / delete a passkey
How can I change my ApprovalMax password?
Does my ApprovalMax password expire?
Can Administrators enforce "Sign in with Google" for all users?
How can I log in with my alternative method if I lost access to the Authenticator?
Enable Apple mobile SSO for ApprovalMax on your device
Can Administrators change user names?
Can an email address used for the registration be deleted in ApprovalMax?
What topics can I find in the ApprovalMax Help menu?
When does an Organisation's Administrator get notified?
How can I fix problems with logging in to the ApprovalMax app?
Can I use the web version on my mobile device?
Does a link for signing up to ApprovalMax expire?
Does the invitation link to an Organisation expire?
For what kind of events does ApprovalMax send notifications?
Get approval notifications in batches, not individual ones
How can I change my time zone?
How can I change my name in ApprovalMax?
How can I activate "Logout on inactivity" in My Profile?
I'm going on holiday. How can I set up Out of Office and a Substitute for my approvals?
What is "Trust this device" feature?
Why can't I log into ApprovalMax?
Which single-sign-on options does ApprovalMax support?
How to sign up to ApprovalMax?
How to reset 2FA if I've lost/changed my device with the Authenticator application
When can I accept an invitation to a business account?
Using single sign-on (SSO) and sign-up (SSU) for ApprovalMax
How to fix a password error during sign-up
Is it possible to change an existing user's email address?
Security & Compliance
ApprovalMax Support Policy
Where is data stored and is its privacy/security ensured?
What happens to the customer-owned data?
The data ApprovalMax will keep after the termination of a trial or a contract
ApprovalMax policies and safety measures for data security
Does ApprovalMax support SAML?
Does ApprovalMax have a security and privacy accreditation, e.g. SOC Type2, ISO27001?
How does ApprovalMax practice international security self-assessments
Are the user activities logged, and accessible if necessary?
Does uploaded information get backed up and how can we obtain a backup?
Does ApprovalMax have an incident response procedure?
How does ApprovalMax ensure the protection of my account?
How is my data encrypted during transit and while at rest?
Why and how ApprovalMax monitors the security of its apps
How does ApprovalMax ensure the app security protection?
Is the ApprovalMax infrastructure built on cloud services
How is the ApprovalMax network security architecture built
Does ApprovalMax use Distributed Denial of Service protection
Is a dedicated ApprovalMax Security team on call 24/7?
Does ApprovalMax ensure uninterrupted business continuity?
Do ApprovalMax employees have access to the customer data?
How does ApprovalMax ensure security in software development
Is ApprovalMax GDPR compliant
What is the Data Retention and Destruction policy?
Legal basis for processing Personal Data under General Data Protection Regulation (GDPR)
What data does ApprovalMax retain and for which purposes?
How is data used in case of a merger/acquisition/asset sale?
Disclosure for Law Enforcement
Are there legal requirements to disclose my personal data?
Where do I find the ApprovalMax Terms and Conditions?
Where do I find the ApprovalMax Cookie policy?
Are payments processed by a PCI Level 1 service provider?
Data Protection and Data Recovery
Does ApprovalMax support the Open Authorisation standard OAuth 2.0?
Does ApprovalMax use client data for marketing purposes?
Which of the common browsers are supported by ApprovalMax?
What happens to the emails sent to [email protected]?
Is data transfer in the ApprovalMax via SSL?
Support for a 24-hour token expiration
User Roles & Permissions
Are Administrators notified about approvals/rejections?
Assigning a new role to a user in ApprovalMax
Auditor role permissions in ApprovalMax
Can an Administrator edit unapproved Bills/Purchase Orders for the Requester?
Can I delete requests in ApprovalMax?
How can Requesters edit requests before approval?
How to create and edit requests in ApprovalMax
Who can manually edit the Reviewers?
What Organisation Workflow Managers can/cannot do
How do Administrators and Workflow Managers get notified about workflow changes?
Can Approvers see all historical data?
Can I mention other users in a request?
Do Administrators add Account Managers to an Organisation?
Do Approvers need access the connected accounting platform for approving?
How can Approvers return a request to the Review step?
How can Approvers and Requesters collaborate?
How to add users in ApprovalMax
How to restrict Requesters in approval workflows
How to copy rules from one user to another
Understanding the Watcher role and permissions
How can I change Approvers for a particular request on the fly?
How can Approvers make their decision?
How can I add a comment by replying to the notification email?
How can I reassign a request to another Reviewer?
How can I restrict Approvers from changing Approvers on the fly?
How do Approvers get notified about new approval requests?
How to add a Watcher to a request
Video: How to add and invite users to ApprovalMax
Is it possible to add users in bulk rather than one by one?
Setting up a Default Approver
Why do Approvers not receive notification emails?
How to reassign requests as a Default Approver
How to specify the required Approvers for step authorisation
How to specify instructions for Requesters
Managing Substitutes as an Administrator
Offboarding users
What can a Reviewer do in an ApprovalMax request?
Roles in ApprovalMax
What is the Default Reviewer and how do I set one up?
Who can remove Reviewers from requests and how does it work?
Who can see requests that are On Review?
Can I assign the next Approver based on who approved the previous step?
What can a Reviewer accomplish in ApprovalMax?
Workflows & Approvals
Which workflows does ApprovalMax support?
How to set up an approval step
How to deactivate an approval workflow
Video: How to set up an approval workflow
How to set up approval conditions
How to set up an approval matrix
Video: How to set up an approval matrix
How to set a "Does not match" condition in the approval matrix
How to add alternative rules in the approval matrix
How can I make certain request fields mandatory?
How to set up the Auto-Approval step
Video: How to configure Auto-Approvals
Configuring parallel and sequential approvals
Workflow Version History
Is it possible to rename approval workflows?
Applying workflow changes to pending requests
How to use Fraud Detection features in ApprovalMax
Attaching files in ApprovalMax
How to copy workflow settings to another Organisation
Is it possible to track the changes made to a workflow?
How can I find a particular request?
Does ApprovalMax have a review/editing feature for workflows?
Does ApprovalMax support batch approval?
How can I overwrite a decision (force an approval or rejection)?
How approval deadlines are calculated
What happens if I miss an approval deadline?
Can I revoke my decision if it is not the final approval?
Who has access to approval requests?
How to set up a default email for sending request documents after final approval
Video: How to approve from the email notification
Why can't I approve from the email notification?
Managers aren’t getting email alerts for pending Bills approval
What happens when a Default Approver approves a request
How can I view a request and its attachments side by side?
Is it possible to see the original invoice/receipt during the approval process?
For how long are attachments kept in the system
How to approve/reject/comment a request from Slack
Where does ApprovalMax get the exchange rate from
What is the Review step in ApprovalMax?
How to download approval workflows in ApprovalMax
Is it possible to put requests On Hold?
Overview of the different request statuses after approval/payment
Can the next approval step be skipped if the same Approvers are assigned?
What is the Nudge functionality in ApprovalMax?
What is the difference between the Review step and the Editing on Approval feature?
How to download an attachment archive for all requests
Video: How to raise a Purchase Order
Are the attachments of rejected requests published to the accounting system?
Do attachments and comments added in the comment section sync to my accounting system?