How can I add users in ApprovalMax?

How can I add users in ApprovalMax?

This is how you add users in ApprovalMax:

  • Go to the main menu, select your Organisation and open the "Users" page under "Workflows and settings" section:

  • Click on the  button and type in the user’s email address. 
    You can enter multiple email addresses; separated by a comma, semicolon, or whitespace. Check below how to add users in bulk.
  • Then click on the  button. When all users are listed, click on NEXT:




  • In the dialogue window, specify whether you want to invite users right away or not:

  • To send the invitation, select "Invite the users by email right away" and click on FINISH.
  • Once the invitation has been sent, the status is Pending.
    You can resend the invitation by clicking on “Invite again” or “OFFBOARD” respectively:

  • When the invitee has accepted the invitation, their status changes to Active and you can proceed with the settings for this person (assign an appropriate role/ set up an approval workflow).
This is how you add users in bulk:

Adding a large number of users in one go is easy:
  • Go to the main menu, select your Organisation and open the Users page under Workflows and Settings.
  • Click on the ADD USER button.
  • Enter the users' email addresses via copy-paste or type in each email address one by one, separated by a space and click on ADD:


  • When all users are added, click on NEXT:

  1. To skip inviting users for the moment, keep the default “Do not invite” and click on FINISH:

  2. To invite these persons and make them active users of the approval workflow, select “Invite the users by email right away”:

    Users that were added to ApprovalMax but have not yet been invited are displayed on the Users page with the status "Not invited":

Feel free to watch our video tutorial for a walk-through.



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