Office 365 - Connect my Assembly account to Office 365

Updated on
March 15, 2021

Connecting to an identity provider, such as Office 365, allows you to easily manage the members of your Assembly. You can add employees automatically or manually to your Assembly from Office 365, depending on how you configure your settings.

NOTE: this help article is for setting up Office 365 as an identity provider. While this manages Assembly membership, you can still connect to our MS Teams or Slack chat integrations to use Assembly directly from these platforms. For help configuring either of these integrations, please see our help articles for MS Teams chat integration or Slack chat integration

Who can use this feature?

Only Admins can connect, edit, and disconnect Office 365 as your identity provider. This admin must also be an Office 365 admin. The email address in Office 365 as well as Assembly must match

What to expect

  • Only one identity provider can be connected at one time.
  • Only Business and Enterprise plans can connect their Assembly account to Office 365.
  • Once you’ve connected to Office 365, you (or any other Admins within your Assembly) can edit your connection settings or disconnect at any time.

Connect

  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Click Users in the left sidebar.
  3. Click Invite or Manage.
  4. Click the Office 365 option.
  5. After reviewing how our Office 365 connection works (and the recommended permission requirements), click Connect Office 365. This will redirect you momentarily to Office 365’s website to provide authorization.
  6. If you are not logged in to the proper Office 365 account, follow Microsoft’s instructions to sign in.
  7. If logged in to the desired account, you will be asked to give Assembly permission to access your Office 365 account. Click Accept. This will return you to Assembly.
  8. Next step is to select people.

Select People

There are a few ways you can configure how members are added from Office 365

  1. Everyone that joins or leaves the Office 365 directory
  2. Anyone that joins or leaves specific Office 365 teams
  3. Anyone that joins or leaves specific Office 365 groups
  4. Manage all members manually
Everyone that joins or leaves the Office 365 directory
  1. Click Continue with Everyone.
  2. Configure whether you want to send invitations to your Assembly now or send them later.
  3. Configure whether new members are automatically approved or if an admin needs to manually approve them first.
  4. Click Create Assembly Accounts.
  5. If you selected send invitations now, all members of your Office 365 workers list will receive an invitation to join your Assembly.
  6. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
Anyone that joins or leaves specific Office 365 teams
  1. Select an organizational unit or multiple units from the organizational units list.
  2. Click Continue with # Teams(s).
  3. Configure whether you want to send invitations to your Assembly now or send them later.
  4. Configure whether new members are automatically approved or if an admin needs to manually approve them first.
  5. Click Create Assembly Accounts.
  6. If you selected send invitations now, all members of the selected Office 365 team(s) will receive an invitation to join your Assembly.
  7. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
Anyone that joins or leaves specific Office 365 groups
  1. Select a group or multiple groups from the groups list.
  2. Click Continue with # Group(s).
  3. Configure whether you want to send invitations to your Assembly now or send them later.
  4. Configure whether new members are automatically approved or if an admin needs to manually approve them first.
  5. Click Create Assembly Accounts.
  6. If you selected send invitations now, all members of the selected Office 365 group(s) will receive an invitation to join your Assembly.
  7. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
Manage all members manually
  1. Select each member of your Office 365 workspace you want to add to your Assembly
    NOTE: this will require you to manually add additional members and manually remove existing members
  2. Click Continue with # People
  3. Configure whether you want to send invitations to your Assembly now or send them later
  4. Click Create Assembly Accounts
  5. If you selected send invitations now, all selected members of your Office 365 workers list will receive an invitation to join your Assembly
  6. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready

Edit/delete connection

You can edit your Office 365 connection at any time from both the Manage and Invite sections in Admin.

Edit connection
  1. Click Edit Connection.
  2. You can change between any of the select people options.
  3. You can also change which teams/groups/individual members join your Assembly. (NOTE: Any members added through the previous connection configuration will remain members of your Assembly unless you remove them manually)
  4. Click Continue
  5. Your updates will be saved and any previously-existing Office 365 member who is no longer included in the criteria you selected will no longer have access to your Assembly through Office 365
  6. Disconnecting Office 365 will
    a. Remove all access to log in via Office 365
    b. Not remove any members from Assembly
    c. Prevent any automatic updates to your members list through Office 365

NOTE: Any member who is no longer included in your Office 365 connection criteria will have to create a password (by clicking reset password on the login screen) in order to log in

Quick settings
  1. Quickly change whether to auto-approve new members or if an admin must manually-approve them first
  2. Click Save Settings to save your changes
  3. You can also disconnect Office 365 from here

And there you have it! You are ready-to-go with your Office 365 identity provider connection. Does your organization use Microsoft teams or Slack to communicate? Make it even easier to use Assembly and Configure your MS Teams app or Configure your Slack app so your members can give recognition directly from MS Teams or Slack.