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features
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support

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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 To prevent outdated accounts from lingering indefinitely, automatic reminders notify team owners periodically to verify the necessity of continued access.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 

Screenshots View All

Screenshots View All

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.
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 

Alternatives

Alternatives

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