By integrating your Connecteam account with Microsoft Teams, both admins and employees can seamlessly manage business operations within Teams. This ensures that all essential tools and workflows stay in one centralized location, boosting efficiency for users while giving admins greater oversight—all within your Microsoft Teams account!
This article will cover:
Prerequisites
Before starting the integration process, ensure you have the following:
A Teams Admin or Global Admin Access in Azure Entra (formerly Azure AD): A global admin or an admin with sufficient permissions must first add Connecteam to your organization’s Enterprise Applications gallery and grant the necessary permissions.
Your Microsoft 365 Tenant ID: You will need this ID when enabling the integration in Connecteam.
Step by Step: How to Integrate With Microsoft Teams
Before we begin, it's important to note that only account owners in Connecteam can enable the integration between Microsoft Teams and Connecteam. In order to successfully integrate your Connecteam account with Microsoft Teams, follow these steps:
Click on your name at the top right of the screen, and enter the account's general settings.
Enter the Security tab, scroll down and toggle on the option - Admins can run Connecteam in MS Teams.
Here, you will need to enter your Microsoft 365 tenant ID. Your tenant ID can be found in the Tenant ID box on the Overview page, in your Microsoft account.
Log in to your Microsoft Teams Admin Dashboard, head to Manage Apps, search for Connecteam and add it. Note, that without completing this step you will not be able to add Connecteam in Teams.
Follow the prompts to grant the appropriate permissions for your organization.
Add Connecteam as a Tab in Microsoft Teams. After the admin has added and approved Connecteam in Azure, you can now open Microsoft Teams.
In Teams, click the three dots in the sidebar where you want to add Connecteam, search for Connecteam, select it, and confirm adding it as a tab.
That's it! Connecteam should now appear as an additional tab in your Teams account, so that both users and admins can begin using it directly from there.
⚠️ Please note, that if the admin approval step in the Teams Admin dashboard is skipped, attempting to add Connecteam as a Teams tab will result in an error message.
Possible Error Messages in Teams
You may encounter the following error messages when integrating Connecteam with Teams:
General Error
What it means: An unknown error has occurred.
What to do: Contact Connecteam support for assistance.
No Permissions Given:
What it means: The Azure admin has not yet approved the Connecteam app.
What to do: Contact the global admin for your Azure account and ask them to approve Connecteam in the Enterprise Applications gallery.
No Email Found
What it means: The email address used to log in does not match any Connecteam user account.
What to do: Either contact the account owner to have your email address added to your Connecteam user profile, or create a new account in Connecteam.
Connecteam Not Enabled
What it means: Connecteam has not been set up for Teams.
What to do: The owner of the Connecteam account must enable the Teams integration within the Connecteam platform
*The Integration with Microsoft Teams is available from the Basic Plan on any Hub*
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