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
Please note: a transfer cannot be done from a Partner account to a business user.
This is how an Account Owner initiates a transfer:
- Account Owners
can transfer their subscription from the Subscriptions tab on the Billing &
Subscriptions page by clicking on “Transfer the subscription” under the three-dots
- Next, enter the email address of the new subscription owner and confirm it,
then read carefully and tick the checkbox to confirm the transfer before
clicking on TRANSFER SUBSCRIPTION:
- All information
about initiated transfers and their current status is visible under the
Transfers tab on the Billing & Subscriptions page:
From this page, you can also cancel a transfer if required.
- The person, to whom
the subscription is being transferred, can accept or cancel the
transfer under the
Transfers tab on the Billing & Subscriptions page. If accepted, the subscription with all its Organisations is moved to the new account. For users who don’t have an account, one will be created automatically.
- An email
notification about the transfer will be sent to both the previous subscription
owner and the person to whom the subscription is being transferred:
- The person, who the
subscription is being transferred to, will be able to see the subscription
details under the Subscriptions tab on the Billing & Subscriptions page:
Please note: the previous subscription owner will become an Administrator in all Organisations under the transferred subscription and if he/she had a role in approval workflows, it will remain.
If you want to remove this user from the Organisation and workflows, please use the offboarding feature.
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 transfer an Organisation to another subscription?
Organisations can be moved between subscriptions as long as the subscriptions are compatible. This means, for example, that an Organisation with stand-alone workflows can only be transferred to a subscription under a Premium plan but not to a ...
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 ...
What payment methods are available?
We offer the following payment methods for purchasing a subscription powered by Stripe: For customers in UK we offer: Bacs Direct Debit Visa Mastercard American express For customer in EU we offer: SEPA Direct Debit Visa Mastercard American Express ...