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How to Enable Microsoft Teams App Connector

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About this article

This article will explain how to set up Microsoft Teams integration with Templafy. This is a System integration, meaning, Templafy will become available and accessible directly from the system, in this case; Microsoft Teams.

Installation steps required are mentioned in the following sections of this article: 

 

Prerequisites

 
  • Admin access to Templafy tenant
  • Admin access to Microsoft Teams 
  • Library and App Connectors modules enabled

 

How to enable Teams in Templafy using an App Connector

  1. In the Templafy Admin Center, access Integrations section
  2. Go in Available tab
  3. Find/Search for Teams
  4. Click +
  5. Enter the required information: Display Name

    App_teams.png

 

Auto Install the Templafy Teams App for Users

To add the Templafy App to end user Teams clients, Teams admins can auto-install Templafy for users. 

 
  • To utilize auto installation of Teams Apps, Templafy must be set up to authenticate users with Microsoft Entra ID.
  • Users must sign in to Templafy in some way for the app to be installed in Teams. This sign-in is used as an intelligent signal by the auto-install feature to add the Teams app for such users in their Teams client.
  • It may take up to two days after a user signs in to Templafy for the Teams app to be installed in their Teams client.

 

  1. Go to the Microsoft Teams admin center: https://admin.teams.microsoft.com/
  2. Under Teams apps, click on Manage apps



  3. On the Manage apps page, click on Actions > Org-wide app settings



  4. Turn the setting to Auto install approved apps to On



  5. Once the Auto install approved apps settings has been turned on, click the option below, Manage selected apps.



  6. Scroll to the Set up to auto install section, and expand the full list of apps. Toggle the option next to Templafy On. Save the changes.



  7. In the Manage apps page, search for Templafy and click on the record to open the app Overview. 
  8. Select the Permissions tab. Here, you'll see the list of permissions and a prompt to review and grant admin consent for the required permissions. Click on the Grant admin consent link.



  9. On the pop up window that appears, click Accept




  10. Once users sign in to Templafy with Microsoft Entra ID SSO, they will see the app has been added for them in Teams

 

 

Add the Templafy Teams app through the Teams App Store (End-User)

If auto installing the app is not an option, end users may add Templafy to Teams themselves through the Teams App Store.

 

 

 

 

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