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.

Microsoft Teams Integration from User Perspective

You’ve just been added to Approveit in Microsoft Teams — great news! Let’s walk through how to get started, depending on how your admin added you — to a general team or a specific channel.

Scenario 1: Approveit added to your General Team

Once your admin connects Approveit to the entire team, follow these quick steps:
In Microsoft Teams, click the three dots (More added apps) in the sidebar.

Search for Approveit.

Select it and follow the prompts — click Agree when asked.

Hit Sign in to connect your account.

That’s it — you now have full access to Approveit!

You can now create, track, and approve requests directly within Microsoft Teams.

Scenario 2: Approveit added to a Specific Channel

If Approveit was added only to a specific project or department channel, do the following:

• Accept the invite link sent by your admin.

• Follow the link in your browser and create your password.

• Once setup is complete, open Microsoft Teams.

• Click the three dots in the sidebar.

• Search for Approveit, select it, and follow the prompts — click Agree, then Sign in.

All set — you now have full access to Approveit inside Microsoft Teams!

Admins Haven’t set up Approveit in Microsoft Teams yet?

Before users can access Approveit in Microsoft Teams, it needs to be properly integrated by a workspace admin. If you’re an admin and haven’t completed the installation yet, follow our dedicated step-by-step admin guide here: Integrate Approveit with Microsoft Teams — The Complete Installation Guide.

This guide covers:

• How to add Approveit to your Microsoft Teams workspace

• Permissions and authentication steps

• Best practices for rollout across your organization

Once setup is complete, team members can activate Approveit individually in just a few clicks.

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.