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:
Admin Access in Azure Entra (formerly Azure AD): You must have one of these admin roles to add Connecteam to your organization's Enterprise Applications gallery and grant the necessary permissions:
Global admin
Application administrator
Cloud application administrator
Your Microsoft 365 Tenant ID: You will need this ID when enabling the integration in Connecteam.
Additionally, your email address in Connecteam must exactly match your UPN (User Principal Name) in Microsoft Teams — this is the email you use to sign into Teams.
You must be a Connecteam owner.
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:
Stage one: Integrating Microsoft and Connecteam in Connecteam
First, 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.
Stage Two: Add Connecteam Through Teams
Once you have completed stage one, head to 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.
⚠️ Important: If stage two doesn't complete successfully, please follow these alternative steps:
Head to Azure Entra Admin Center, and navigate to Enterprise Applications.
Search for Connecteam Teams and locate the application.
Enter the application and go to the Permissions tab.
Grant permissions manually to the application.
After granting permissions, reinstall the Connecteam tab in Microsoft Teams and try again.
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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