Install the Assembly MS Teams chat app

Updated on
March 15, 2021

If your organization uses MS Teams as a chat platform, you can easily integrate Assembly directly into your MS Teams workspace to give recognition directly from Teams. Whether or not you are connected to an identity provider, you always have the option to install Assembly directly into MS Teams.  

NOTE: This help article is for setting up MS Teams as a chat integration. This does not manage Assembly membership. To manage your members through Office 365, please see our help article to Connect your Assembly to Office 365.

Who can use this feature?

Only Admins can manually invite and manage members of your Assembly. This admin must also be an MS Teams Global Admin. The email address in MS Teams as well as Assembly must match.

What to expect

  • You can connect to both MS Teams and Slack at the same time.
  • All plans can connect their Assembly account to MS Teams. 
  • Once you’ve connected to MS Teams, you (or any other Admins within your Assembly) can edit your connection settings or disconnect at any time.
  • Once installed, anyone in MS Teams who is part of your Assembly can give and view recognition directly from MS Teams. 

Connect

  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Under Core Settings in the left sidebar, click Integrations.
  3. Click Get Started next to MS Teams. This will redirect you momentarily to Microsoft’s website to provide authorization.
  4. If you are not logged in to the proper account, follow Microsoft’s instructions to sign in.
  5. If logged in to the desired workspace, you will be asked to give Assembly permission to access your Microsoft account.Click Accept. This will return you to Assembly.
  6. Next step is to select a team in MS Teams to add Assembly to.

Select a team

Only members of the team you select will have access to Assembly within MS Teams. We recommend selecting a general channel if you have one to allow more members to give recognition! 

  1. Select a team from a list of existing teams
  2. Click Next.

Select or create a default channel for recognition

The channel you select will house the Assembly app within your organization. We recommend having a channel specifically for recognition to make it easy to see all of the awesome things happening in your Assembly all in one place! You can adjust these settings at any time.

  1. If selecting an existing channel, you can search the list of all available public channels within your MS Teams organization (you cannot select a private channel). 
  2. Select a channel (only one channel can be selected at a time). Click Next.
  3. You can also create a new public channel by clicking Create Channel and typing in the desired name of the channel. This will immediately create a new channel in your MS Teams workspace and include all members of your Assembly with matching emails in MS Teams.
  4. Customize your Assembly’s recognition currency (not available for Free plans) by selecting an emoji and entering a custom name for your currency. Click Next.  
  5. You’re all set! From here you can invite members to Assembly or View your Assembly’s feed.

NOTE: you can add or remove any members from your MS Teams channel at any time directly from MS Teams.

Edit or Disconnect MS Teams Connection

  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Under Core Settings in the left sidebar, click Integrations.
  3. Click Quick Settings within MS Teams.
  4. Select a new team or select or create a new channel where all your Assembly’s recognition will go. Click Save Changes to update your recognition channel. Click Close to keep your existing settings.

Click Disconnect MS Teams to remove Assembly from your MS Teams workspace. Members will no longer be able to access Assembly directly from MS Teams.