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.
  • Click on the +ADD NEW USERS 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 ADD button. When all users are listed, click on NEXT.
  • In the dialogue window, specify whether you want to invite users right away or not, and click on FINISH.


  • Once the invitation has been sent, the user status becomes Pending. You can proceed with the settings for this person (assign the appropriate role / set up an approval workflow).
    Hover over the user and you can resend the invitation by clicking on Invite again.


  • When the invitee has accepted the invitation, their status changes to Active.


    In ApprovalMax, adding a large number of users in one go is a straightforward process. This is how it works:
  • Select your Organisation in the main menu and open the Users page under Workflows and settings.
  • Click on the +ADD NEW USERS button and type in the users' email addresses via copy-paste, or each email address one by one separated by a whitespace, semicolon or comma.
  • Then click on the ADD button.
  • If you've added one of the users by mistake, hover over this user and click on REMOVE.
  • When all users are listed, click on NEXT.
  • To skip inviting users for the moment, keep the default “Do not invite” and click on FINISH.
  • To invite these persons, select “Invite the users by email right away”.




    On the Users page, you can see the status of all users:
  1. Not Invited: users who have been added to ApprovalMax but were not yet invited will be listed on the Users page with the status Not Invited. This indicates that they have not yet received an invitation to create their user account in ApprovalMax.
  2. Pending: users who have been added to ApprovalMax and were invited to join but have not yet accepted the invitation, will be displayed on the Users page with the status Pending. This indicates that they are still in the process of accepting the invitation to activate their user account in ApprovalMax.
  3. Active: users who have been added to ApprovalMax and were invited to join and have accepted the invitation, will be displayed on the Users page with the status Active. This indicates that they have an active account in ApprovalMax.

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


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