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Integrate to Microsoft Teams

Four steps to integrate Teamspective into your organization's Microsoft Teams

Updated over 7 months ago

Get the best possible user experience by integrating Teamspective to your Microsoft Teams workspace. It brings all the important actions directly to where your employees already work, removing the need to separately remember to log into Teamspective.

ℹ️ Your employees most enjoy the tools that require minimal effort from them. With the Teams integration in place, your employees can answer pulse surveys, network surveys and send feedback directly in those tools, on laptop or mobile.

They also get notified of new results and feedback, making them easy to notice and go check the results with just one click.


Microsoft Teams integration

To activate MS Teams integration, you have 3 options:

1) Admin adding Teamspective into Teams (Recommended)

  1. Invite an admin of your MS Teams to your Teamspective workspace, and give them administrator permissions in the members page. If you are a MS Teams admin then you can skip this step.

  2. The admin person should go to workspace Settings and connect Teams from there. The permissions flow will only ask for permissions that are important for Teamspective to work properly, so you should grant all the permissions it is asking.

  3. In the last step the admin person has to choose to which Team in Microsoft Teams you want to connect Teamspective. This Team should include all the users which will be using Teamspective.

Additional steps to maximise adoption

1. Auto-install Teamspective to employees

Automatically installing Teamspective to employees' Teams makes it super easy to take into use. Instead of needing to instruct and chase employees to do this, everyone will automatically have Teamspective app as part of their Teams environment.

Microsoft's guide to setting this up can be found via this link.

2. Pin Teamspective app to employee's side bar

Pinning Teamspective makes the notifications easier to notice, as Teamspective will be visible on the side bar. This supports active feedback culture and higher pulse response rates.

Microsoft's guide to pinning apps can be found via this link.

3. Link your Teams Praise or "kudos" channel to Teamspective

To use the Praise feature in Teamspective, select a Teams channel to which employees can send public praise messages. This can be controlled by any Teamspective administrator.

Microsoft Teams access rights needed by Teamspective

Title

Access type

Technical permission code

Why we ask for this permission

Read the members of all channels

API

ChannelMember.Read.All

Importing users from Teams to create user accounts and user groups

Read all groups

API

Group.Read.All

Enabling a channel for public praise

Get a list of all teams

API

Team.ReadBasic.All

Enabling a channel for public praise

Read the members of all teams

API

TeamMember.Read.All

Linking the user email in Teamspective and Teams

Manage Teams apps for all teams

API

TeamsAppInstallation.ReadWriteForTeam.All

To be able to install Teamspective and enable access to all users

Read channel messages

API

Channel.Message.Real.All

Create a network graph based on channel interactions

Message users in team

Bot permissions

-

Sending surveys and notifications to users

Find identity of user

Bot permissions

-

Identify user when they interact with the bot

2) Allow all 3rd party apps (Alternative)

❗ This approach does not support praise channels and possibly other features.

Instead of using the permissions flow described above, your organization can allow use of 3rd party apps by adjusting the settings in MS Teams. Microsoft's guide to enabling this can be found via this link.

It's possible that this has already been done, in which case you can move to the next step.

3) Whitelisting only Teamspective app (Alternative)

❗ This approach does not support praise channels and possibly other features.

With this method Teamspective app can be installed and used even when other 3rd party apps remain blocked. Microsoft's guide to enabling this can be found via this link. This is the more safe approach if the company wants to retain control over what 3rd party tools are used.


Guide your employees to connect their Teams and Teamspective profiles.

This is the only manual step for your employees to take if for some reason their accounts aren't linked.

To enable the integration, they need to navigate into Teamspective's Teams-app. When they enter the app, it connects their Teams and Teamspective accounts together.

After connecting the accounts, Teamspective notifications can be managed in settings: https://app.teamspective.com/settings.

You can share this guide to your employees: Guide to link Teamspective user account into Microsoft Teams.

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