How can I onboard a new Organisation?

How can I onboard a new Organisation?

First, create a new Organisation:

  • Navigate to the main menu  in the upper left-hand corner and click on "+ Add an Organisation" in Organisation selection section:

    Or, alternatively, if you have an account, click on your Avatar icon in the top right-hand corner and then on "Billing & Subscriptions":

    On the "Organisations" tab, click on the button "ADD AN ORGANISATION":

    The new Organisation will start off as a trial Organisation.

  • When you’re ready to fully onboard this new Organisation, you'll need to add it to a paid subscription in ApprovalMax.

  • If you've been invited to an existing Organisation, the option to add a new Organisation won't be available because unnecessary choices could confuse standard users.
    You can easily start your own account by following the link
    . Click on "CREATE ACCOUNT". Then go back to the product and find the option to add a new Organisation enabled.


This is how you add a new Organisation to a subscription

If you already have a subscription with a space for the new Organisation, just add it to this plan:
  • In the ApprovalMax product interface, click on "Billing & Subscriptions" under your initials/logo in the top right-hand corner.
  • Go to the "Organisations" tab.
  • Click the "ADD TO A SUBSCRIPTION" button and select to which subscription you'd like to add your new Organisation:

This is how you increase the number of allowed Organisations for a subscription

If you have no more spaces for a new Organisation in any of your subscriptions, you'll need to increase the number of allowed Organisations. This is how it works:
  1. Either click on "Upgrade" while adding the Organisation to a subscription:

  2. And follow the wizard steps:

  • Or, In the ApprovalMax product interface, click on "Billing & Subscriptions" under your initials/logo in the top right-hand corner.
  • Go to the "Subscriptions" tab.
  • Click the "Increase the allowed quantity" button and follow the wizard steps:
  • Now, you can add new Organisations to this subscription.

This is how you create a new subscription:

If you prefer to have a separate subscription for your new Organisation, follow the steps for creating a new subscription as detailed in Can I have multiple subscriptions .

Please note: if you need to onboard an Organisation but don't see the option to add one, or don't have "Billing & Subscriptions" under your Avatar, do contact sales.

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