How can I claim my Partner Organisation?
To request your free Partner Organisation, log into your ApprovalMax account and click on your account avatar to access "Billing & Subscriptions":
Find your Organisation under the Organisations tab. Then click on the three-dot menu and nominate an Organisation as your free Partner Organisation.
We will check the information and once the Organisation has been acknowledged as your free Partner Organisation, you'll receive an automated email confirmation.
How can I apply for Partner status?
In order to apply for Partner status, log into your ApprovalMax account and follow the link https://partner.approvalmax.com/. On the Partner Portal page, click on the "APPLY NOW" button: Fill in the required information and submit your application: ...
Does an Administrator need to add account managers to an Organisation?
There are two possible scenarios: Organisations created by the account owner: When the account owner creates an Organisation, all then existing account managers are added automatically as Administrators. Any account managers that get added after the ...
Do I have to purchase a subscription when I want to add a new client?
You can add another client even without buying a subscription right away because you have a 14-day free trial. So, when you add your client's Organisation, you have 14 days to work on the workflows, and make sure that everything is set up correctly ...
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 ...
What is "Practice staff"?
This feature allows the account owner/account manager to add users to a Partner account (i.e. business account with approved Partner status) and gives them certain access to Practice staff members, the subscriptions and Organisations management, and ...