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 "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, 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 appropriate role/ set up 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.

This is how you add users in bulk:


Adding a large number of users at once in ApprovalMax is a straightforward process.
  • Select your Organisation in the main menu and open "Users" page under "Workflows and Settings" section.

  • Click on the  button and type in the users' email addresses via copy-paste or each email address one by one separated by whitespace, semicolon, or comma:

  1. Then click on the  button.
    If you added one of the users by mistake, hover over this user and click on "Remove":



    When all users are listed, click on "NEXT".



  2. To skip inviting users for the moment, keep the default “Do not invite” and click on “FINISH”.
  3. To invite these persons, select “Invite the users by email right away”.

    The "Users" page provides a clear visibility of the users status:
  4. Not Invited: Users who have been added to ApprovalMax but have not yet been 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 accounts in ApprovalMax.
  5. Pending: Users who have been added to ApprovalMax, 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 accounts in ApprovalMax.
  6. Active: Users who have been added to ApprovalMax, invited to join, and have accepted the invitation will be displayed on the "Users" page with the status "Active". This indicates that they have active accounts in ApprovalMax.





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


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