How can I onboard a new Organisation?
First, create a new Organisation:
- Navigate to the main menu on the left and click on "+ Add an Organisation" in the 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 this 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 on 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:
- Either click on Upgrade while adding the Organisation to a subscription:
- 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, contact sales.Related Articles
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