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When a vendor, contractor or auditor must say yes, name them before you pick the tool

By Shivanath DevinarayananPublished 9 min read
Written forCOO or operations lead whose work crosses teams, partners and systems“Your team chases every decision across WhatsApp, email and Excel.”

The short answer

If a vendor, contractor or auditor has to approve, does Slack Connect or Teams external access work, and who needs a seat?

In Slack Connect, every company in a shared channel must be on a paid Slack plan, though an Enterprise host can let free teams join; a guest is an account in your workspace that you pay for. In Teams, shared channels need both companies' admins to allow it. At Mindcat, we write the outside approver into the flow first.

A lamplit harbour office counter between an inner door and the quay: approvals with people outside your company

Takeaways

  1. 01Slack Connect needs every company in a channel on a paid plan. An Enterprise host can let free teams join, on by default.
  2. 02Teams shared channels need both companies' admins to allow B2B direct connect. Microsoft blocks it by default.
  3. 03Outsiders cannot run every step: Slack blocks some workflow steps for external people, and Teams guests need a Power Automate license to approve.
  4. 04A vendor can also stay off both tools: a named person inside records their answer, with the evidence attached.
  5. 05Our own approvals missed contractors, external approvals, external reviews and auditing at first. Write those four down before you build.

Who approves from outside your company?

Vendors, contractors, external reviewers and auditors. A vendor confirms a delivery before you pay it. A contractor submits hours, and months later an auditor asks who said yes. None of them is on your payroll, and a flow built for staff assumes the approver is.

We learned this on our own desk. At Mindcat, our approvals run in Slack: expense approvals, bank transfers, vendor payments, vendor onboarding requests and hiring requests among them, and external vendors take part. Each approval has several steps: the submitter's immediate manager, then the department head, then finance and the CEO if the request is budget-related. We built that chain first. Contractors, external approvals, external reviews and auditing came later; we built them in after the fact.

Our approvals: manager, department head, finance and CEO first; contractors, external approvals, reviews, auditing later
Our own approvals: what we built late.

We had to document the process, the exceptions and the scenarios before we automated, and our first write-up left the outside people out. If you are weighing Slack Connect against Teams external access for this work, start where we should have. List who outside approves and what each of them needs. Then pick the tool for each person on that list.

If a vendor or supplier sign-off in your team still lives in email, our vendor and supplier channels use case shows the Slack version and who owns it.

Which door does each outside person use?

You choose one of four per person. Slack and Teams each offer a way to bring another company into a channel, and a way to give one outside person an account with you. The fourth door needs no tool: someone inside records the outsider's answer, with the evidence attached.

DoorFitsWho carries the seat
Slack Connect channelA vendor or partner company that runs SlackEach company is on its own paid plan, with two exceptions below
Teams shared channelA partner company that runs TeamsBoth companies' admins must allow it; the Microsoft pages we read do not say how it is billed
Guest account (Slack or Teams)One contractor or reviewer working inside your processYou: Slack says your company pays for guests; Teams guests count toward Microsoft's monthly active user billing, which has a free tier
Recorded by someone insideA vendor on neither tool, or a one-off reviewNobody new; a named person inside records the answer

Slack sorts people the same way on its own page: freelancers, interns and contractors in guest roles, and clients, vendors and partners in Slack Connect.

If your vendors answer on WhatsApp or email today, those answers already come through the fourth door. Make it a step, with an owner. The person inside pastes or attaches the vendor's message to the request, records who answered and when, and the next approver in the chain sees it before saying yes. Nothing about that needs a new seat.

Here is how the count works on an example (ours, for illustration, not a client): ten vendors, three contractors and one auditor, approvals in Slack.

WhoDoorWhat you carry
4 vendors already on paid SlackSlack ConnectNothing new; each is on its own plan
6 vendors on WhatsApp and emailRecorded by someone insideNothing new; one named owner per flow
3 contractorsGuest accounts3 guest accounts, which Slack says you pay for
1 auditorRead the record, not approveAccess to the system of record, decided by your own policy

That gives three new accounts for fourteen outside people. The vendor split in the table is made up; yours comes from the list you write first.

What does Slack Connect ask of a vendor?

Usually a paid Slack plan. Slack's help says one channel can host up to 250 organizations, and each organization must be on a paid plan to work in channels together. Your company owns the channels it creates. Only the owner can invite or remove organizations, manage posting permissions, and keep using the channel after a partner leaves. Slack's help also says you can start a direct message on any plan.

SituationWhat Slack says
Your company hosts the channelEach organization in a channel must be on a paid plan
The vendor is already on a paid planIts people join from their own organization, on its plan
The vendor is on free Slack, you are on an Enterprise planFree teams can join your channels without upgrading or a trial. The setting is on by default. Free teams cannot invite other organizations
The vendor is on free Slack, you are on another paid planAn eligible team gets a 90-day Pro trial, once per workspace. If it does not upgrade, its Slack Connect channels disconnect
The person is a guest in your workspaceSlack says your company is responsible for paying for their account
Slack Connect: paid plans for host and partner, free teams on an Enterprise host, a 90-day trial, guests paid by you
Who needs a paid Slack plan.

The trial row can stall an approval. A vendor on a trial who does not upgrade drops out of the channel when the 90 days end, and a step waiting on them has nobody left to answer it. If you are not on an Enterprise plan, put free-Slack vendors through the fourth door instead of a trial. On cost, Slack states that each company in a channel needs a paid plan and that guests are yours to pay for; it does not spell out the host's cost for a partner's people. We do not quote Slack prices, so ask for that line on your order form.

What does Teams ask of a vendor?

An admin on their side, for anything beyond chat. Microsoft Learn describes three ways in, and only a shared channel lets the vendor work in your channel with their own company account.

Way inWhat the outside person can doWhat it needs
External accessFind, call, chat and set up meetings. No access to your Teams resources, and your users cannot share files with them this wayOn by default
Guest accessJoin a team: chat, call, meet and work on filesA Microsoft Entra B2B collaboration guest account in your directory. They switch organizations in Teams to work with you
Shared channelWork in one channel from their own Teams, with their home company sign-inBoth organizations allow B2B direct connect in cross-tenant access settings, which Microsoft blocks by default. Guest access must also be on
Three ways into Teams: external access for chat, guest access with an account, shared channels both admins allow
Three ways into Teams.

Microsoft says guests cannot be added to a shared channel, so a contractor you made a guest and a vendor in a shared channel sit in different places. Your conditional access policies, such as a demand for multifactor sign-in, can apply to outside participants in a shared channel once you trust their company's sign-in checks. Each shared channel keeps its files on a site in the same region as the parent team's site. For UAE or India workspaces on Slack, we confirm data residency per plan before you sign.

Can the outside approver act inside the flow?

In both tools, admins on your side decide, and some steps stay closed to outsiders. In Slack the limit is which workflow steps outsiders can run; in Teams it is a Power Automate license and an accepted invitation.

In Slack, owners and admins decide whether external people can use workflows your members built, per connected organization if they like, and each workflow must be shared with connected organizations in its settings. Slack lists what an outsider can never run: custom steps your organization built, and connector steps that make them sign in to a third-party account. Workflows that start with a keyword, change user groups, or create or archive channels are closed to them too.

Salesforce approvals are the sharpest case. Salesforce's release notes say reviewers need Read access on the Approval Submission object, and we read that as a Salesforce login. A vendor in a Slack Connect channel has no login in your org, so in our reading they cannot approve a Salesforce approval from Slack. Put that question to Salesforce before you design the flow; until then, route the vendor's answer through the fourth door.

In Teams, Microsoft's Approvals app needs a Power Automate license. A guest approver needs one too, from your tenant or their home tenant. The guest must accept the B2B invitation first, or Power Automate removes them from the assignee list. Actionable approval emails in Outlook do not work for guests, so they approve in the Power Automate portal.

Slack Connect workflow limits for outsiders beside Teams guest approval needs: a license and an accepted invitation
What decides whether the outsider can act.

Slack's comparison page, with data as of December 2025, says Slack Connect "supports all features for both orgs" and that Teams "Needs multi-step configuration of Microsoft Entra B2B Direct Connect." Microsoft's docs confirm the second line: both companies set cross-tenant access. The first line clashes with Slack's help, which lists the workflow steps above. If your approval flow uses any of those steps, the comparison does not hold for you, so check your flow against the list.

What does a flow need when the approver is outside?

Write six answers on one page before anyone builds.

  1. 01Name each outside person and their door: vendor, contractor, external reviewer or auditor; Slack Connect, shared channel, guest, or recorded inside.
  2. 02Decide which company owns the channel. In Slack Connect the owner invites and removes organizations. In a Teams shared channel the channel owner adds and removes people.
  3. 03Choose what the approver sees. Ours sees four things: the request, who submitted it, the reason, and the impact in cash. An outsider may get fewer.
  4. 04Record the decision in your system of record. Ours sits in a Slack List while open and writes back to Salesforce when done. If the outsider cannot act there, name who records their answer.
  5. 05Name the auditor and the date. Microsoft says the Teams Approvals app logs audit events in Microsoft Purview. Slack's External people dashboard lists every outsider in channels you host, on Business+ and Enterprise plans.
  6. 06Plan the exit. Slack owners and admins can remove an outsider from a channel or disconnect them from every Slack Connect conversation you host. Removing them from channels leaves direct messages open. Give any step still waiting on that person a named owner inside.
Six answers before someone outside approves: who, channel owner, what they see, where it is recorded, audit, how access ends
Six answers, written before the build.

On money, our rule of thumb: an outsider confirms facts (the goods arrived, the review is done, the details are right), and a named person inside approves the payment on the chain above.

On our own flows, framing the process took days of discussion and building took about a day each. Your timing may differ.

A courier from a moored boat hands a sealed envelope through a lit office window to a clerk at dawn
The approval that comes from outside the building.

What would we do first?

Pick one flow with an outside approver and run it end to end. Vendor onboarding and vendor payments are two we run ourselves. If your company runs Teams, keep it for meetings and files; our Slack and Teams page sets out the split and notes that Teams users and Slack users do not share one channel without a third-party bridge. Your IT team's questions about outsiders in Slack are on Slack security. For the approval feature itself, see what to switch on first in Slack's August update, and for support on the same workspace, what changes on 27 October.

Use the form at /contact/run-on-slack and name, in a few lines, the one approval where someone outside your company has to say yes. You hear back within 24 hours from the person who signs the work, with a written note: our Pick your ten, the ten Slack use cases that fit your work, what to build first, and what to leave alone.

Filed under

Slackteams external accessteams shared channelsslack connect channelsteams b2b direct connectvendor approval workflow
Useful to someone on your team?

FAQ

Questions teams ask next

Does a vendor need a paid Slack plan to approve in a Slack Connect channel?
To work in a channel together, Slack's help says each organization must be on a paid plan. If your company is on an Enterprise plan, free teams can join your channels without upgrading, a setting that is on by default. On other paid plans, an eligible partner gets one 90-day Pro trial, and its channels disconnect if it does not upgrade.
Can a Teams guest approve a Power Automate approval?
Yes, with conditions. Microsoft says the guest needs a Power Automate license from your tenant or their home tenant, and must accept the B2B invitation, or they are removed from the assignee list. Actionable approval emails in Outlook are not supported for guests, so they act in the Power Automate portal.
Is a contractor a guest or a Slack Connect partner?
Slack's own page puts freelancers, interns and contractors in guest roles, where your company pays for the account, and puts clients, vendors and partners in Slack Connect. We decide per flow. A contractor who works inside your process as one person is usually a guest. A vendor with its own company and its own Slack is usually a Slack Connect organization.
Does Mindcat resell Slack?
No. Mindcat does not resell Slack, and your Slack contract is with Slack and Salesforce. If you run Teams, keep it. We help teams decide which approvals belong in Slack, who owns each, and how people outside the company take part, from the process outward. The first read is a written note on the ten Slack use cases that fit your work.

Sources

  1. 01Slack Help Center: Slack Connect guide, work with external organizationsAccessed 08 Oct 2026
  2. 02Slack Help Center: Manage workflow usage in Slack Connect conversationsAccessed 08 Oct 2026
  3. 03Slack Help Center: Use Slack Connect with free teamsAccessed 08 Oct 2026
  4. 04Slack Help Center: Use the Slack Connect external people dashboardAccessed 08 Oct 2026
  5. 05Slack: Introducing your partners to Slack Connect (trial terms)Accessed 08 Oct 2026
  6. 06Slack: How to collaborate with external partners (Slack Connect and guest FAQ)Accessed 08 Oct 2026
  7. 07Slack: The difference between Slack and Teams (Slack's comparison page, data as of December 2025)Accessed 08 Oct 2026
  8. 08Microsoft Learn: Use guest access and external access to collaborate with people outside your organizationAccessed 08 Oct 2026
  9. 09Microsoft Learn: Shared channels in Microsoft TeamsAccessed 08 Oct 2026
  10. 10Microsoft Learn: B2B direct connect overviewAccessed 08 Oct 2026
  11. 11Microsoft Learn: Support for guest users in Power AutomateAccessed 08 Oct 2026
  12. 12Microsoft Learn: Manage the Approvals app in Microsoft TeamsAccessed 08 Oct 2026
  13. 13Microsoft Learn: Microsoft Entra External ID pricing and billingAccessed 08 Oct 2026
  14. 14Salesforce Help: Keep Approvals Moving in Slack (release notes)Accessed 08 Oct 2026
Shivanath Devinarayanan, founder of Mindcat

Written by

Shivanath Devinarayanan

Founder, Mindcat Consulting · Salesforce MVP Hall of Fame

Runs 200+ agents in production. Reads every brief that comes in and signs the work that goes out.

About Shivanath

Run the Work in Slack · the written assessment

We work in real estate and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Real estate. Leads from portals and WhatsApp. Follow-up has no owner. An agent on a named process. A reviewer on the exceptions. From: /blog/slack-connect-external-approvals.