How can I add an Organisation to a subscription?
If you already have a subscription with a space for the new Organisation, just add it to this plan:
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 ...
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 ...
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 ...
Do I have to purchase a subscription when I want to add a new client?
You can add another client Organisation even without buying a subscription right away because you have a 3-day* free trial. So, when you add your client's Organisation, you have 3 days to work on the workflows, and make sure that everything is set up ...
How to downgrade/cancel a subscription
By downgrading a subscription we mean changing the subscription plan to a lower one, or reducing the number of allowed Organisations under a particular subscription. Besides, from the same screen, you have the option to cancel your subscription or ...