Knowledge Base ApprovalMax ApprovalMax Administration Account management

            How can I off-board an Organisation

            Organisation retirement
            As time goes by, it might be required to off-board particular Organisations while keeping others live in ApprovalMax. For this purpose, ApprovalMax allows the retirement of Organisations. A retired Organisation will be moved out of its paid subscription, thus freeing up a space, but remains available in read-only mode.

            This is how you retire an Organisation:
            • In the ApprovalMax product interface, click on "My account" under your initials/logo in the top right-hand corner.
            • Go to the "Organisations" tab.
            • Click on the "three dots" menu next to the Organisation you want to retire, click on "Retire the Organisation" and confirm its retirement.
            The Organisation will be removed from the paid plan, so you’ll be able to add another Organisation instead. Remember to downgrade your subscription if you’re not planning to add a new Organisation. Otherwise your billing amount will remain the same and won’t be reduced.




            This is how you delete an Organisation
            If you don’t need a particular Organisation any more, not even in read-only mode, you can delete it by following these steps:
            • In the ApprovalMax product interface, click on "My account" under your initials/logo in the top right-hand corner.
            • Go to the "Organisations" tab.
            • Click on the "three dots" menu next to the Organisation you want to delete, click on "Delete the Organisation" and confirm its deletion.


            The Organisation will be deleted and removed from the paid plan, so you’ll be able to add another Organisation instead. Remember to downgrade your subscription if you’re not planning to add a new Organisation. Otherwise your billing amount will remain the same and won’t be reduced.



            Updated: 19 Feb 2019 09:29 PM
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