Knowledge Base ApprovalMax ApprovalMax Administration Account management

            How can I onboard a new Organisation?

            First, create a new Organisation:
            • Click on "+ Add Organisation" in the navigation bar. 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.

            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. This is how it works:
            • 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 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:
            • In the ApprovalMax product interface, click on "My account" 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.
            • Then you can add the Organisation 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.

            Updated: 27 Mar 2019 02:33 AM
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