Accessing ApprovalMax
Single Sign-On (SSO): how to use your Microsoft account for logging in to ApprovalMax
Are you tired of tracking new logins and passwords? You can use your Microsoft account as a Single-Sign-On with ApprovalMax. This way you only need to remember your Microsoft credentials. When you log in to ApprovalMax under ...
Apple mobile SSO
Apple has a special security setting: hiding the email address that is associated with the Apple ID and replacing it with another one (randomly generated). This setting pops up for selection once per application. If you choose to hide the originally ...
How can an Organisation Administrator control and push users to enable 2FA?
ApprovalMax supports 2FA enforcing. On the Users page, ApprovalMax displays whether or not a user has enabled 2FA. This allows the Administrator/Account Owner to enforce the users to set it up if it is mandatory as per their company rules.
Is it possible to copy historical data from one organisation to another?
Unfortunately, this is not possible to copy historical data such as requests, reports, matching from one ApprovalMax Organisation to another.
Fraudulent activity: overview of request statuses
ApprovalMax allows proper tracking of documents that were created and then approved without going through the respective approval workflow in ApprovalMax, or were changed directly in the accounting system. For such requests, different labels are ...
Notifications in ApprovalMax
ApprovalMax sends out two types of email notifications (instantly and daily), about: New requests (instantly) Comments (instantly) Other notifications (Auto-approvals/Auto-rejections, Forced decisions, change of Approvers, etc.) (instantly) ...
How can I change my time zone?
To change your time zone from any page, click on your Avatar in the upper right-hand corner and open the "My profile" settings: Under "My profile", select your new time zone and save changes:
The new navigation menu
On 22 September 2021, ApprovalMax activated the new in-product navigation for all users. The old navigation was switched off with no option to access it. Benefits of the new navigation: You can easily switch between Organisations using a drop-down ...
Can Administrators change user names?
No, they can't. ApprovalMax Administrators don't have access to a user's profile data. Only the users themselves can change their user name by accessing "My profile" under the Avatar in the top right-hand corner.
Can the Administrator enforce "Sign in with Google" for all users?
Unfortunately, the Administrator cannot enforce "Sign in with Google" for all users because it would mean disabling all username/password authentication. It is up to each user to decide which method they use to log in.
Does my ApprovalMax password expire?
No, the password to your ApprovalMax account does not expire.
Does a link for signing up to ApprovalMax expire?
Yes, the link in a sign-up email will expire after 10 days.
Does the invitation link to an Organisation expire?
No, the invitation link to an Organisation does not expire.
Video: How to manage two-factor authentication in ApprovalMax
ApprovalMax product walk-through: how to manage two-factor authentication (2FA) in ApprovalMax https://www.youtube.com/watch?v=51W21fw1vNQ You can also have a look at this article: Does ApprovalMax support 2FA?
Why can't I log into ApprovalMax?
There are several possible reasons for issues with logging into ApprovalMax: First of all, check that you're using an up-to-date version of a supported browser . If you still can't log in, clear the browser cache and delete the cookies. If the above ...
How can I enable/disable 2FA?
ApprovalMax supports 2FA via TOTP standard. The solution is optional for all users, except Australian and Xero-connected Organisations. Two-factor authentication can be enabled/disabled by users themselves. In case of login/password authorisation, ...
Can I use the web version on my mobile device?
No, that's not possible. When logging into https://app.approvalmax.com/ from a mobile device, you'll see a “Please download our app” page - there is no alternative to this. Please note: ApprovalMax does not support the mobile view via a browser, it's ...
Single Sign On (SSO): how to use your Google account for logging in to ApprovalMax
Are you tired of tracking new logins and passwords? You can use your Google account as a Single-Sign-On with ApprovalMax. This way you only need to remember your Google credentials. When you log in to ApprovalMax ...
How can I change my name in ApprovalMax?
Everyone can modify their username in ApprovalMax. This is how you change your username in ApprovalMax: Click on your Avatar in the top right-hand corner Open "My Profile" and make the alterations to your username as you wish and save changes. Please ...
How can I change my password?
To change your password, click on your Avatar in the top right-hand corner and select "My profile". In "My profile" click on "Change password": and enter both the current and new password. Then confirm by clicking on "Change password". To show what ...
What happens if I forget my password?
Forgetting your password is not a problem, it can be reset by following these steps: Please click on this link: https://app.approvalmax.com/#resetPassword Enter your email address in the form. Click on the "Reset password" button in the email sent to ...