Submit a Ticket
Setting up users
How to add users in ApprovalMax
This is how you add users in ApprovalMax:
Go to Organisation > Users
Click on the
button and type in the user’s email address.
You can enter multiple email addresses; separated by comma, semicolon, or whitespace.
Then click on the
button. When all users are on the list, click on "Next".
the dialogue window, specify whether you want to invite users right away or not. Optionally, you can leave a short message there to be sent with the invitation email.
To send the invitation, click on “Finish”.
Once the invitation has been sent, the status is Pending.
You can resend the invitation or delete the person invited by clicking on “Invite again” or “Remove user” respectively.
When the invitee has accepted the invitation, their status changes to Active and you can proceed with the settings for this person.
Feel free to watch our
for a walk-through.
Updated: 05 Apr 2019 01:24 AM
Help us to make this article better
Can I bulk add users?
Roles in ApprovalMax
Video: How to add and invite users to ApprovalMax
What is a Default Approver?
Which workflows does ApprovalMax support?
Help Desk Software
by Zoho Desk