Step-by-step instructions for setting up, testing, and managing the integration between the BetterUp platform and Microsoft Teams.
Key takeaways
- MS Teams administrators must make the BetterUp app available (“allowed”) for employees to download from the MS Teams app store
- There is an option (not required) to automatically push the BetterUp app to employees’ Teams environments to make it even more seamless for employees
- An exhaustive, detailed list of available features is provided
How to set up the integration between Microsoft Teams and BetterUp
Use this when you want to make the BetterUp app available for employees to add to their Teams environments from the Microsoft Teams app store. This enables employees to never have to leave the Teams environment to interact with BetterUp, reducing friction for employees. With the BetterUp app in Microsoft Teams, employees can schedule, reschedule, and cancel coaching sessions, complete coaching session video calls, chat with their BetterUp coaches, and view coach-assigned resources all without ever leaving Microsoft Teams.
Setup Steps: How-to guide
- Make sure you have adequate admin permissions within MS Teams:
- Access to Microsoft Teams
- Permission to install and manage apps within Teams
- Ability to authenticate within Teams using organizational credentials
- Access the MS Teams Admin Dashboard
- Click on the Teams apps drop down > Manage apps tab.
- Look for the “BetterUp” application
- Enable it by switching the toggle from blocked to allowed.
- (Recommended) To streamline the user experience we recommend granting admin consent to the permissions requested by the app.
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(Optional) To improve the user experience as a system administrator we recommend pinning the BetterUp App in the users left panel:
- Click on the Teams apps drop down > Setup policies.
- Select the app setup policy of your choosing.
- Lastly, add the BetterUp app to the list of pinned apps and place it in the desired order (You may have to wait an hour for these changes to take effect).
Exhaustive list of available features
- Member can reply to message from coach
- Member can initiate message with coach (when one coach)
- Appointment confirmation notification
- Appointment created notification
- Appointment starting notification
- Appointment 24-hour reminder
- Appointment reminder notification
- Appointment late notification
- Appointment missed notification
- Appointment rescheduled notification
- Appointment missed attendance policy notification
- Appointment rescheduled attendance policy notification
- Appointment canceled attendance policy notification
- Whole Person Strengths report notification
- Graceful notification when members doesn’t have an active coach and initiates a message
- Member can cancel a session
- Member can reschedule a session
- Whole Person 180 report notification
- Whole Person 360 report notification
- Coach assigned activity notification
- Member post-session assessment reminder
- Group coaching cohort cancelled notification
- Group coaching reflection point reminder
- Specialist vertical enabled notification
- View session schedule via Teams
- Member can initiate message with coach (when more than one coach)
- Group coaching session reminder notification
- Group coaching sessions starting notification
- Group coaching session ended notification