Setup Microsoft Teams Notifications from Josys

You can link Microsoft Teams to your Josys application to receive access review notifications in your workspace’s communication channel. To do this integration, perform the following steps using your Microsoft Teams Admin Portal.

1. Downloading the Josys bot package

2. Enabling File Upload Functionality for the Josys Bot

3. Installing the Josys bot in your Microsoft Teams Admin Portal

4. Linking your Microsoft Teams account to the Josys Application

Prerequisites

Before you begin the integration, ensure you have a Microsoft Teams Admin Center.

Steps to Set Up Microsoft Teams Notifications

1. Downloading the Josys bot package

a. Download the Josys bot package to your local storage to use it later in the integration steps.

2. Enabling File Upload Functionality for the Josys Bot

a. Log in to Microsoft Teams Admin Center (https://admin.teams.microsoft.com).

b. Navigate to Teams apps on the left, select Setup polices and then select Global (Org-wide default) policy.

c. Enable the Upload custom apps option and click Save. 

Alternatively, the IT admin can create a custom app permission policy to allow sideloading for specific users. 

3. Installing the Josys bot in your Microsoft Teams 

a. Navigate to Teams apps on the left and select Manage apps.

b. Select Upload new app from the Actions to upload the app.

c. Click Upload and select the Josys bot package downloaded in Step 1 to upload the package. 

d. Select Setup policies from Teams apps and click Add apps. 

e. Search and select the Josys app and click Add to add the Josys app in Microsoft Teams.

f. You can see the Josys app displayed under the Installed Apps and click Save.

g. After the installation, you can see the Josys app under All Apps in Manage apps. 

4. Linking your Microsoft Teams account to the Josys Application

a. Now you can link the Microsoft Teams app in Josys by selecting Notifications under Settings.

b. Click the Link from the Microsoft Teams Notifications to proceed with the integration.

c. Log in to Microsoft Teams using an account with admin privileges. Follow the guided steps to authorize Josys and complete the integration process. Select the "Consent on behalf of your organization" checkbox to give your consent and click Accept.

d. After the integration is completed, you can see that Microsoft Teams is linked. 

Learn to create the access review for the Microsoft Teams app from How to Create an Access Review.