Approvals Hub

Approvals Hub is a modern approval management solution for Microsoft 365, designed to streamline processes, enhance customization, and improve collaboration within SharePoint and Teams. Built for seamless integration with Microsoft 365, Approvals Hub ensures security, reliability, and ease of use.

This solution includes Web Part, Full Page, Teams Tab, and Personal App SPFx components, providing flexibility in how approvals are managed across SharePoint and Teams. With automatic Single Sign-On (SSO), high uptime guarantees, and data securely stored within your Microsoft 365 tenant, your organization maintains full control over its information while benefiting from a secure and highly available platform.

Key features

• Request Templates - allows you to create different request forms (e.g. HR Request, IT Request, Expense Reimbursement Request, etc. )
• Customizable approval form fields - build approval forms with numerous field types such as Text, Choice, Number, Currency, etc.
• Role-based access control - allows you to set up the level of access that users have to the Approvals Hub (regular user, manager, admin etc)
• Flow designer with parallel and mixed approval workflows - allows administrators to design workflows that include parallel approvals and a mix of sequential and simultaneous approval paths.
• Complex, multi-level conditions on approvals - configure detailed approval conditions that involve multiple levels and thresholds for advanced workflow customization.
• Central audit log - provides a consolidated view of all changes, actions, and updates across the Approvals Hub for compliance and review purposes.
• Custom branding - you can custom brand your logo and colors.
• Delegates - if a Manager is out of the office, Manager or Admin can delegate approval permissions to other users.
• Assign approval to groups and individual users - flexibility to assign approval tasks either to specific individuals or entire groups for streamlined workflows.
• Get manager user metadata from Microsoft 365 user profile - retrieves organizational metadata such as the manager's name and department from Microsoft 365 for enhanced approval routing and context.
• Budgets with start and expiry dates - track and manage budgets with defined start and end dates for better expense control and transparency.
• Automatic, real-time currency conversions - ensures accurate financial data by converting currencies automatically based on the latest exchange rates.
• Contextual comments with replies - allows users to add comments directly within the context of a request and reply to existing comments for seamless collaboration and discussion.
• Ability to create tasks and checklists - enables the creation of tasks or checklists for users or groups, enhancing collaboration

Learn More About Approvals Hub

• Product Site & Pricing:

  Visit the product page

• Help Center (Online Documentation):

  Read the documentation

• Video Guide (Configuration & Usage):

  Watch the video guide

Installation Notices

• Administrator Role: The user who installs the Approvals Hub will automatically be assigned the Administrator role. This user has full access to all settings and can manage roles, granting permissions to other users as needed.
• Free Trial: Approvals Hub is available as a free, fully-featured 30-day trial version. The trial can be converted into a full version by purchasing an annual subscription.
• Installation & Configuration Guide: Detailed instructions for installing and setting up Approvals Hub can be found in the

  Admin Guide.

Support

Have questions or need assistance with our solution? We're here to help! Reach out to our support team at support@ivero.net. We strive to provide prompt and friendly assistance to ensure you have a seamless experience.