Installation

To install and configure the app, refer to the app installation guide for detailed instructions. The guide covers:

Installation from the SharePoint Store – How to install the app in your SharePoint tenant.
Adding the App to a SharePoint Page – Steps to install the app on a SharePoint site .
Adding the App to Microsoft Teams – Instructions for integrating the app into Microsoft Teams for better collaboration.

Follow the installation guide to ensure the app is properly set up in your environment.

Configuration

Admin Video Guide

Quick step-by-step tutorial to help administrators configure the app

Watch the video guide for administrators

Getting Started with Sample Templates

When the app is installed, it includes two sample request templates "Sample Training Request" and "Sample Mileage Reimbursement" designed to help you test and familiarize yourself with its features without any initial configuration. However, for operational use in your organization (production usage), these templates should be customized, or removed to better align with your specific processes.

Essential Setup Steps

Step 1: Configure General Settings (Administration->Settings)

Tab: General Settings
Adjust global settings such as date formats, default currencies, and other app-wide preferences.
Learn more about General Settings
Tab: Logo & Colors
Customize the app's logo and color scheme to align with your brand identity.
Learn more about Logo & Colors
Tabs: Reports Permission & Report Permissions
Define and manage access to reports and request data.
Learn more about Reports Permission

Step 2: Create Users (Administration->Users)

Set up users under Administration -> Users to enable individual access to the app.
Learn more about User Management

Note:

Users configuration steps may vary based on your chosen features. For instance, if Department Tracking or Office Location Tracking is enabled, you'll need to populate the Department and Office Location dictionaries under Administration -> Dictionaries or fill out 'Department' and 'Office Location' under Microsoft 365 User Profile
For large organizations using the 'unlimited users' subscription plan, there is an option to set up automatic provisioning for regular users, here is more info.

Step 3: Configure Request Templates (Administration->Request Templates)

Customize or create new templates under Administration -> Request Templates to meet your organization's requirements.
Learn more about Request Templates

Optional Configuration Steps

Bulk Data Import: The app supports bulk import of requests, users, and datasets from MS Excel spreadsheets.
Learn more about Bulk Data Import
Email Notifications&Reminders:The app supports email notifications and reminders to enhance your workflow. To enable these features, you need to set up Power Automate flows.
Learn more about configuring Email Notifications
Learn more about configuring Email Reminders
User Groups: Organize users into groups to simplify permissions management.
Learn more about User Groups
Budgets: Set up budgets to track and manage expenses effectively.
Learn more about Budgets
Custom Views: Create tailored views to display relevant request data.
Learn more about Custom Views
Delegates: The ability to assign approval responsibilities to others during absences.
Learn more about Delegates
Integrations: Implement custom integrations or reports by using Power Automate or Power BI.
Learn more about integrations