Install the Assembly Microsoft Teams chat app

Updated on
March 1, 2022

If your organization uses Microsoft Teams as a chat platform, you can easily integrate Assembly directly into your Microsoft 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 Microsoft Teams.  

NOTE: This help article is for setting up Microsoft 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 a Microsoft Teams Global Admin. The email address in Microsoft Teams as well as Assembly must match.

What to expect

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

Select a team

Only members of the team you select will have access to Assembly within Microsoft 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 Microsoft 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 Microsoft Teams workspace and include all members of your Assembly with matching emails in Microsoft 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 Microsoft Teams channel at any time directly from Microsoft Teams.

Edit or Disconnect Microsoft 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 Microsoft 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 Microsoft Teams to remove Assembly from your Microsoft Teams workspace. Members will no longer be able to access Assembly directly from Microsoft Teams.

Confirming proper permissions in Microsoft Teams

After a successful connection is made between Assembly and Microsoft teams, if your Assembly app is still not working as expected, you can trouble shoot as an O365 Admin to double check and make sure the Assembly app has the correct permissions.

  1. Go to your Microsoft Teams admin section > Teams Apps > Manage Apps > Assembly – or you can click this link here
  2. Make sure that the "Status" is set to "Allowed"
  3. Make sure that Org-wide permissions states "This app has been granted consent for some permissions."

If those settings are accurate, the Assembly app should be working properly for your Teams workspace. If not, please do contact us at support@joinassembly.com for further assistance.