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Accounts and Roles

Account​

An Account is created when you install your first GoAutomate App in Microsoft Teams. An Account consolidates all your GoAutomate Apps in one place.

  • The person who installs the first App becomes the Account Owner.
  • An Account Number is automatically assigned.
  • Only the Account Owner can install new Apps into the Account.

Usage Rules​

  • GoApprove includes a 30-day free trial. After that, you’ll need to add a payment method to keep using the app.
  • During the trial, only the Account Owner can install GoApprove in Channels.
  • After subscribing, the Account Owner can assign Account Admins to install GoApprove in Channels.

Roles​

Account Owner​

  • Has the highest level of control.
  • Can assign Account Admins to help manage Apps.
  • The only person who can install new Apps.

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Assign Account Admins

Account Owners can assign Account Admins.

See how

Account Admin​

  • Assigned to specific Apps.
  • Can install assigned Apps into Channels.
  • Only the Account Owner and Account Admins can add Apps to Channels.

Tab Owner (not a formal role)​

  • The Account Admin or Account Admin who installs an App into a Tab becomes its Tab Owner.

App Access Levels​

  • Open Apps: Anyone who can see the Channel in Teams can access the App.
  • Restricted Apps: Only the Tab Owner (either the Account Owner or an Account Admin) has access initially. Additional users must be invited.

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Inviting People

The Account Owner and Admins can invite People into a Restricted App.

See how

App Roles​

Within an App, there are two roles:

  • Admin: full access to management features.
  • Member (default role): limited permissions, no cannot access management features.

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Changing Roles

The Account Owner and Admins can switch a person's Role within an App, between Admin and Member.

See how

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