Integrating Approveit with Microsoft Teams enhances your workflow automation capabilities, allowing for seamless approval processes directly within your communication platform. This guide provides a comprehensive walkthrough on how to install and set up Approveit in your Microsoft Teams workspace.

Introduction: Why Integrate Approveit with Microsoft Teams?

In today’s fast-paced business environment, efficient workflow automation is crucial. By integrating Approveit with Microsoft Teams, you can:

• Streamline Approval Processes: Manage approvals for invoices, purchase orders, and more without leaving Teams.

• Enhance Collaboration: Facilitate real-time discussions and decisions within your existing communication channels.

• Improve Transparency: Maintain a clear audit trail of all approval activities.

This integration supports various departments, including finance, HR, IT, and procurement, by automating routine tasks and approvals.

Prerequisites and System Requirements

Before proceeding with the installation, ensure the following:

• Microsoft Teams Access: You must have access to your organization’s Microsoft Teams workspace.

• Admin Permissions: Administrator rights are required to grant necessary consents during setup.

Step-by-Step Installation Process

Open your Microsoft Teams application. Click on the “Apps” icon in the left-hand sidebar. Search for Approveit: In the search bar, type “Approveit” and select the Approveit app from the results.

Add Approveit to Teams: Click the “Add” button to integrate Approveit into your Teams workspace.

To collaborate with your team members in Approveit, we recommend selecting a channel where the app will be added. However, you can also simply click ‘Open’.

Save the Approveit Tab to your Channel.

Note 💡: If you didn’t select a channel to add the app in the previous step, you will skip this step

Go to Approveit tab and Sign in.

Complete the Approveit setup by answering the questions in the onboarding form.

Note 💡: If one of your teammates has already installed Approveit, you will skip these steps.

You can start using Approveit now, but to complete the setup and enable full collaboration within your team in Approveit, consents are required. To finish configuring the app, click the link on the banner and ‘Grant access’.

Grant the required admin consents.

Note 💡: To do this please make sure that you have admin rights for Microsoft Azure! If you do not have admin rights – ask your admin to grant the required consents.

For a visual walkthrough, refer to this instructional video How to Install Approveit in Microsoft Teams.

Conclusion and Next Steps

By integrating Approveit with Microsoft Teams, you’ve taken a significant step towards enhancing your organization’s workflow automation. This setup allows for efficient management of approval processes directly within your communication platform, fostering better collaboration and transparency.

If you have any questions or need further assistance, feel free to reach out to our support team.