How to set up the Microsoft Teams integration with BetterUp

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

Jump to Section: Benefits of Integration | How to Guide | Exhaustive list of available features | FAQ

Benefits of Using the BetterUp Teams App

• Increased Engagement & Adoption: Seamless Microsoft Teams integration reduces friction, boosting BetterUp platform engagement and coaching benefit utilization
• Simple Deployment & Management: Leveraging existing Teams infrastructure simplifies deployment and management
• Demonstrable ROI: Higher engagement and easier access lead to greater program impact, proving ROI in employee development

Setup Steps: How-to guide

Step 0: Verify Administrator Permissions

Please ensure you have the necessary administrative permissions within Microsoft Teams:

• Access to Microsoft Teams
• Permission to install and manage apps within Teams
• Ability to authenticate within Teams using organizational credentials

Step 1: Enable and Configure the BetterUp App

Admin must enable/allow the BetterUp App via the Microsoft Teams Admin Center so that BU App is available to members in the Microsoft App Store. Detailed instructions and video walkthrough below:

1. Navigate to the MS Teams Admin Dashboard. Click on the "Teams apps" dropdown.
2. Select the "Manage apps" tab and search for the "BetterUp" application.
   • Note on App versions: EU partners (that use app.betterup.eu) should use the ‘BetterUp EU” app, regardless of their employee’s physical geographical base
3. Enable the BetterUp app by switching its toggle from "blocked" to "allowed"

Step 2: Pre-install & Pin BetterUp App (Highly Recommended)

While technically optional, we strongly recommend completing this step for best results. Pre-installing and pinning the BetterUp app significantly increases member discoverability and adoption.

When you complete this step, members will find the app waiting in their left panel without having to search for it. Providing easy access makes them far more likely to engage with their coaching benefit right away. A few minutes now can meaningfully improve program outcomes over time. 

1. Under App Set up Policy or App Centric Management (depending on your organization’s setup), grant admin consent to the permissions requested by the app (see the below video walkthrough)
2. In addition, consider pinning the BetterUp App to the users' left panel:

• Click on the "Teams apps" dropdown and Select "Setup policies"
• Choose the desired app setup policy and add the BetterUp app to the list of pinned apps and arrange it in the preferred order.

Step 3: Verify Member Experiences Function as Expected

• Once the above steps are completed, allow up to an hour for these changes to take effect.
• Members will now be able to search and download the BetterUp app from Teams app store or launch the pinned app directly from the left panel (if you completed the optional step)
• When they are using the BetterUp app for the first time, they will need to sign in with their organizational credentials.
• You can refer to this Member Support Article for more details

Exhaustive list of features 

Below you will find a list of features and notifications that are sent to employees with the Teams integration. The features vary depending on the product experience.