1. Getting Started

Requirements

• Microsoft 365 with SharePoint Online. SharePoint Server on-premises is not supported.
• A current browser: Microsoft Edge, Google Chrome, Mozilla Firefox, or Safari.
• SharePoint Administrator or Global Administrator permission to upload the package to the tenant app catalog.
• Site owner permission on the site where the approval page will live. Use a dedicated subsite rather than the organization's root site.

Deploy the app

• Obtain the Approval Management Hub package (.sppkg), version 1.0.0.21 or later.
• Open the SharePoint admin center, go to More features, open Apps, then App Catalog, and upload the package.
• Deploy the package so it is available to sites in the tenant. Make the solution available to all sites when you want Sync to Teams.
• Approve Microsoft Graph User.Read, User.ReadBasic.All, and Mail.Send when you want people resolution and notification mail. The app still stores requests before that approval. A pending Graph request can block Sync to Teams.
• On the target site, create or edit a modern page, add a full-width section, and insert the Approval Management Hub web part. On a SharePoint page the property pane shows only the app display name.
• Publish the page. People open the app from that SharePoint URL.

Add it to Microsoft Teams

• After the SharePoint app is deployed, sync to Teams or upload TeamsSPFxApp.zip.
• Install Approval Management Hub as a personal app.
• Add it as a channel tab when a team should open the same site together.
• A personal app, and a channel tab on a site that is not set up, asks which SharePoint site to use. A channel tab on a site that is already set up opens that site.
• In the Teams tab pane you can leave the optional site address blank to use the team site, or enter a site to open that site instead.

First-time setup

A site owner runs setup once. Setup creates the SharePoint lists the app uses for requests, forms, workflows, decisions, comments, budgets, delegations, roles, and settings. Publish the page before setup. The wizard does not run while the page is in edit mode.

• Open the app as a site owner and complete setup when the app asks for it.
• Use a dedicated SharePoint subsite so request data stays with this app.
• Optional sample departments, categories, request types, forms, and workflows can be added during setup.
• Wait until provisioning finishes, then reload the page. The dashboard is the home page after setup.