Does an Administrator need to add account managers to an Organisation?

Does an Administrator need to add account managers to an Organisation?

There are two possible scenarios:

Organisations created by the account owner:

  1. When the account owner creates an Organisation, all then existing account managers are added automatically as Administrators.

  2. Any account managers that get added after the Organisation's creation are automatically added as Administrators to all Organisations of this business account.

Organisations created by an account manager:

  1. The account owner is automatically added as the account owner (and Administrator) of the created Organisation, and by default it’s not possible to remove this person.

  2. When an account manager creates an Organisation, all then existing account managers are added automatically as Administrators.

    • Related Articles

    • 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 ...
    • Can I bulk add users?

      Yes, adding a large number of users in one step is easily possible. You'll find a detailed description here: How can I add users in ApprovalMax?
    • How can an Organisation's Administrator request the transfer of an Organisation?

      ApprovalMax does support the transfer of Organisations to another account. There are two ways to move Organisations between accounts: An Account Owner can start the transfer of Organisations that belong to their account. An Organisation's ...
    • How can an Account Owner transfer Organisations to another account?

      ApprovalMax does support the transfer of Organisations to another account. There are two ways to move Organisations between accounts: An Account Owner can start the transfer of Organisations that belong to their account. An Organisation's ...
    • When does an Organisation's Administrator get notified?

      There are some cases where an Organisation's Administrator gets notified, irrespective of the notification settings under “My profile”: Rejection according to a safety catch An Organisation's Administrator will be notified if a request is ...