SalesTim | Tech Hub

# Team creation approval workflow

ABSTRACT
This article describes the different options you have to configure your team creation approval workflow.

TABLE OF CONTENTS

# Understanding your options

Team creation approval workflow in SalesTim could be configured using one of these options:

# Approval email sent by SalesTim

# How does it work?

This is the option enabled by default in any new organization, and doesn't require any configuration. In this mode, the approval process is implemented as an Outlook actionable email, send from the notifications@salestim.io address.

SalesTim Approval Workflow Actionable Message

📧 IMPORTANT

SalesTim does NOT collect ANYTHING from these notification emails, neither openings, nor clicks, and does not include any invisible image or other form of tracker.

# What about security?

Actionable messages security is guaranteed by:

Learn more by reading Security requirements for actionable messages in Office 365 (opens new window).

💡 Configure Exchange safelist collections on a mailbox

As a Microsoft 365 administrator, you can directly manage an end-user mailbox rules, and add the notifications@salestim.io address to its "Safe Senders" list.
See Use Exchange Online PowerShell to configure the safelist collection on a mailbox (opens new window)

# Approval email sent by your organization

# How does it work?

For advanced control over your approval notification emails (for instance to implement custom Exchange transport rules), you can configure SalesTim to send your approval emails from your own internal email as a sender.

# What do I have to do?

You need to enable the service account that you configured in SalesTim to be authorized to send actionable messages. For that, and to ensure the security around the messages that are sent, Microsoft require to follow these quick steps:

  1. Open the Actionable Email Developer Dashboard (opens new window) and login with a Microsoft 365 user with Exchange Administrator or Global administrator permissions.

  2. Select New provider

SalesTim Approval Actionable Message New Provider 2

  1. Fill the form:

    • Friendly Name: SalesTim Or Teams Approval for example
    • Provider Id (originator): Copy the value that is Automatically generated
    • Organization Info: Automatically generated
    • Sender email address from which actionable emails will originate: Your service account email address
    • Target URLs: https://api.salestim.io
    • Public Key:
    <RSAKeyValue><Modulus>k0Qqob12HSdll52CbnXkQNW6nZO9477sE9pI8Y6z5M8hPtJinAf2r41Sxss3Y9oP1nzcfs3fHpi1AUjffyD44I2FxmqF+FGfgKsuWeYce/75Kb1QCEDOwTjP4kqgPD8NeJbWNIe2ZRRKilmxmmUZ6NErNEWvf8vzQvvpVeP9CLUIERuBxLlLlitjNTyCUjgTTkC+giKtmcxTnJ/lUav3erPsev8isS+IQwz6SaXCqj/eYnFkhM2ADF2UCL4ssgHEj6jYe4m8IyMQBgxxr4+4fziixn0uimGQqt54VbT4BToq7l7S8wSj3WNRwR7KBBWvo6pnx39fDMWazfLbe5NmsQ==</Modulus><Exponent>AQAB</Exponent></RSAKeyValue>

    SalesTim Approval Actionable Message New Provider Form

    • Scope of submission: Organization
    • Additional Information: One of your Microsoft 365 Exchange or Global administrators

  2. Before submitting the form, BE SURE TO COPY THE PROVIDER ID VALUE

  3. Accept the terms and conditions and hit "Save"

SalesTim Approval Actionable Message New Provider Form 2

  1. Wait for your Microsoft 365 Exchange or Global administrators to approve this request SalesTim Approval Actionable Message New Provider Pending Approval

  2. Global Admin and Exchange Administrators are then receiving the request in inbox that needs to be approved.

SalesTim Approval Actionable Message New Provider Approval email

  • the administrator needs to approve:

SalesTim Approval Actionable Message New Provider Approve

  • The Provider is then confirmed as approved

SalesTim Approval Actionable Message New Provider Approved

  1. Open the SalesTim Settings tab and open "Approval" and check the "Enable organization-level provider" option
  2. Paste the provider id you copied in the step 3 and hit "Save"

From the SalesTim Catalog, you should now be able to enable the approval workflow on your templates (You may have to refresh the page to see your changes).

For more details about this procedure, you may refer to Register your service with the actionable email developer dashboard (opens new window).

# What about security?

Actionable messages security is guaranteed by:

Learn more by reading Security requirements for actionable messages in Office 365 (opens new window).

# Microsoft Teams "Approval" app

Instead of relying on Outlook actionable emails, you can leverage the Microsoft Teams Approvals app (opens new window) to implement your team creation approval workflow.

SalesTim Approval Workflow with Approval App

This options brings some valuable benefits and new options:

  • Multi-stage approvals
  • Dynamic approvers list (for instance based on the requester profile and manager)
  • Integration with third-party apps

To learn more about this option, please read the Power Platform and Logic Apps Connectors documentation, and refer to these connector's triggers that you can leverage from Microsoft Power Platform and Azure Logic Apps:

# Use your own custom app

Instead of relying on Outlook actionable emails, you can use your own custom application to manage approval workflows.

SalesTim Approval Workflow with Custom App

To learn more about this option, please read the SalesTim API documentation, and refer to these webhooks that you can leverage from your custom application:

classification:PUBLIC

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