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Gainsight Inc.

Configure Microsoft Teams for Sally

This article explains how admins can configure Sally for Microsoft Teams.

Overview

As an admin, you need to perform the configurations required to fetch tenant data from the Microsoft Office account. Once the configurations are complete, users can access Sally in Microsoft Teams. A tenant represents an organization that comprises of multiple teams. The members within the team can communicate via direct messages, and in multiple channels, and groups. The diagram below illustrates a high-level structure of Microsoft Teams.

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Configure Microsoft Teams 

Perform the following steps to authorize Microsoft Teams to access Sally bot:

Authorize Tenant 

To authorize a Microsoft Teams Tenant in Gainsight:

  1. In the global navigation pane, enter the search term Microsoft Teams in the search field. 
  2. Click Microsoft Teams under Administration.
  3. Click Add Tenant. The Microsoft login page appears.

Add Tenant.jpg

  1. Sign in to the Microsoft account using your existing credentials.
  2. Click Accept to grant user permissions. The tenant is authorized to access Gainsight Sally.

Note: Gainsight requests for basic permissions only.

permissions.jpg

For more information on user permissions, refer to the Microsoft Graph Permissions article.

Authorize Teams 

To provide the access of Sally to Teams within tenants:

  1. In the global navigation pane, type Microsoft Teams in the search field. 
  2. Click Microsoft Teams under Administration.
  3. Click Add Teams for the required Tenant.
  4. From the Teams page, select the checkbox next to the team you want to authorize.
  5. Click Save. The selected teams are authorized to access Gansight Sally.

Teams.jpg

Note: 

  • Click the Show teams option from the context menu to change team permissions.

show teams.jpg

  • Click Refresh option to view a newly added team in the teams list.

Refresh.jpg

Manage Tenant Access

Click Restrict Access option from the context menu to restrict Sally access to a Tenant.

Restrict access.jpg

Click Provide Access option from the context menu to reauthorize Sally access to a Tenant.

Provide Access.jpg

For more information on how to add users from external systems, refer to the Gainsight User Management article.

Additional Resources

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