Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Optimize your processes by avoiding the need to send countless emails for approval of accounting documents. It's risky to give everyone access to the accounting system, as it becomes challenging to control user permissions regarding what they can view or modify. ApprovalMax ensures that approvers do not need to access the general ledger; instead, they are only presented with the information pertinent to the documents they need to approve. You can customize your approval workflows to be as straightforward or intricate as necessary, incorporating a variety of rules for each stage of approval and allowing for multiple steps. Regardless of how detailed your delegation of authority policy may be, ApprovalMax can automate it seamlessly. Moreover, there’s no longer a need to spend time generating audit logs, as ApprovalMax automatically creates a comprehensive audit report for every approved document, which is then attached within the accounting system. Additionally, auditors can be granted read-only access to all approval workflows, ensuring transparency and ease of review. This streamlined approach not only enhances efficiency but also fortifies security and accountability in your financial processes.
Description
Enabling guest access in Microsoft 365 is straightforward, but managing it effectively can be quite challenging, often leading to a tenant filled with forgotten external collaborators as users invite them without IT oversight. External User Manager provides IT administrators with a comprehensive framework that facilitates the entire process of external access management, encompassing request, approval, onboarding, and offboarding steps. Team owners are required to submit guest invitations through a streamlined workflow that ensures IT has the opportunity to review and approve access prior to it being granted. New external users are onboarded with appropriate permissions from the outset, while lifecycle management practices help maintain an organized guest list. To prevent outdated accounts from lingering indefinitely, automatic reminders notify team owners periodically to verify the necessity of continued access. This solution operates entirely within Microsoft Teams, eliminating the need for an external portal, and can be easily installed from the Microsoft Teams App Store. It is particularly beneficial for IT departments overseeing external collaborations among a wide range of users, from 500 to over 10,000, ensuring that management remains efficient and effective throughout the lifecycle of external user access. Ultimately, this structured approach not only enhances security but also streamlines collaboration across the organization.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft 365
No
Microsoft Outlook
Yes
Microsoft SharePoint
No
Microsoft Teams
No
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Integrations
Microsoft 365
Yes
Microsoft Outlook
No
Microsoft SharePoint
Yes
Microsoft Teams
Yes
QuickBooks Online
No
QuickBooks Online Advanced
No
Xero
No
Pricing Details
$39 per month
Free Trial
No
Free Version
No
Pricing Details
$1,599 per license/year
Small:
Up to 249 users
License/year
Starting at $1,599
Medium:
Up to 999 users
License/year
Starting at $4,049
Large:
Up to 4,000 users
License/year
Starting at $6,499
Extra Large:
4,000+ users
User/year
Starting at $1.60
Service, workshop and support packages are available.
For more information, please visit our website or contact us.
Up to 249 users
License/year
Starting at $1,599
Medium:
Up to 999 users
License/year
Starting at $4,049
Large:
Up to 4,000 users
License/year
Starting at $6,499
Extra Large:
4,000+ users
User/year
Starting at $1.60
Service, workshop and support packages are available.
For more information, please visit our website or contact us.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ApprovalMax
Country
United Kingdom
Website
www.approvalmax.com
Vendor Details
Company Name
Solutions2Share GmbH
Founded
2011
Country
Germany
Website
www.solutions2share.com/external-user-manager
Product Features
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
Yes
Project Management
No
Staff Management
No
Time Tracking
No
Product Features
User Provisioning and Governance
Access Governance
Yes
Access Verification Workflow
Yes
Audits / Reports
Yes
Automatic Provisioning / Deprovisioning
Yes
Delegated Access Authorization
Yes
Identity Synchronization
Yes
Lifecycle Management
Yes
Multi-Factor Authentication (MFA)
No
Password Management
No
Policy Enforcement
Yes
Single Sign-On (SSO)
No
User Self-Service
Yes