# Team creation approval workflow beta

classification:PUBLIC

This article describes how to configure SalesTim to create an approval workflow for your teams creation requests with your own internal email as a sender to approvers.

# Abstract

To implement its approval workflow, SalesTim relies on Outlook Actionable Messages to help approvers manage their approval requests right from their inbox. Outlook Actionable messages are emails that embed Adaptive Cards in a very secure way, by enforcing both end-user authentication and phishing prevention.

SalesTim Approval Workflow Actionable Message

# 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 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"

  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.

# More about Actionable Messages

# what about security?

  • End-user authentication is entirely managed by the Outlook client (Desktop, Web and Mobile) by providing to the actionable message the required token.
  • Phishing prevention is ensured by using a Card Signing mechanism

# How does it works?

Actionable messages security is guaranteed by:

Learn more by reading Security requirements for actionable messages in Office 365.