Does an Administrator need to add Account Managers to an Organisation?
There are two scenarios:
Organisations are created by an Account Owner:
- During the creation of an Organisation by the Account Owner, all existing Account Managers are automatically added to it as Administrators.
- Any Account Managers added after the Organisation's creation are also automatically added as Administrators for all Organisations linked to this business account.
Organisations are created by an Account Manager:
- When an Account Manager creates an Organisation, the Account Owner is automatically added as the Account Owner (and an Administrator) of the new Organisation, and cannot be removed.
- When an Account Manager creates an Organisation, all existing Account Managers are also automatically assigned to the Administrator role.
How can an Account Owner transfer Organisations to another account?
An Account Owner can start the transfer of Organisations that belong to their account. Besides, an Organisation's Administrator who is not the owner of the account that contains these Organisations can request the transfer of such Organisations from ...
How can an Organisation's Administrator request the transfer of an Organisation?
An Organisation's Administrator, who is not the owner of the account that contains these Organisations, can request the transfer of such Organisations from the Account Owner. Besides, an Account Owner can start the transfer of Organisations that ...
When does the Account Owner/Billing Contact of a party get notified?
Notification Account Owner Billing Contact What triggers the notification? Trial expired A trial Organisation has expired Organisation plan was changed to a free Partner Edition An Organisation on a Partner Account is marked as a free Partner Edition ...
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). An account transfer also transfers all subscriptions and all Organisations under that account. A transfer of account might be required ...
How can I offboard an Organisation?
Organisation retirement As time goes by, it might be required to offboard particular Organisations while keeping others live in ApprovalMax. For this purpose, ApprovalMax allows the retirement of Organisations. A retired Organisation will be moved ...