Do I have to purchase a subscription when I want to add a new client?
You can add another client even without buying a subscription right away because you have a 14-day free trial.
So, when you add your client's Organisation, you have 14 days to work on the workflows, and make sure that everything is set up correctly and working as expected.
If the client then chooses to keep using ApprovalMax after the free trial, you'll need to add this Organisation to billing.
How can I transfer my subscription?
Account Owners can initiate a subscription transfer to any user (irrespective of that user holding an account or not). A subscription transfer also transfers all Organisations under that subscription. This feature is available in beta. Please contact ...
How can I start a paid subscription?
If you are using a free ApprovalMax trial and want to continue working with your ApprovalMax Organisation, you need to start a paid subscription. This is how you start a paid subscription: To start a paid subscription, please click on "MANAGE" in the ...
Business account roles
The account owner is a registered person who created an account. They can apply for Partner status, have access to the Partner Portal and Practice staff, invite users and assign their role, send out invitations to certifications, add ...
How can I transfer my account?
Account Owners can initiate an account transfer to any user (irrespective of that user holding an account or not). This feature is available in beta. Please contact the ApprovalMax Operations team if you’d be interested in giving it a try. An ...
What is "Practice staff"?
This feature allows the account owner/account manager to add users to a Partner account (i.e. business account with approved Partner status) and gives them certain access to Practice staff members, the subscriptions and Organisations management, and ...