Overview

Our Microsoft Teams integration can notify your contacts when their visitors or deliveries have arrived.

Clicking the details link in the notification will take you to the Details page on our site where you can see the answers to all the questions filled out by the visitor, see any agreements they might have signed, and even have a chat with the visitor (if Chat is enabled for the button that was used).

Speaking of chat, if you have added Quick Replies to your account, the Microsoft Teams notification message will include buttons for each Quick Reply that will allow you to reply to your visitor without even needing to go to the details page.

Any response that a Visitor sends from the iPad will also be delivered to Teams (as long as you aren't looking at the Visit Details page).

If this is something you want to enable for your organization follow the steps below to make sure your organization is setup properly to use this integration, and to get it added!

Verify Your Microsoft Access

In order to authorize our integration a Global Administrator is needed. You can see if you are a global administrator by going to the "Roles and administrators" area of your Azure Portal. If your role shows up as "Global Administrator", then you will be able to correctly authorize our integration. If you cannot access this page, or are not a Global Administrator you will need to find someone else in your organization to perform the "authorize" step discussed below.

Verify Teams App Policy

Our server will attempt to save you time from needing to install the app for all of the contacts in our system, but in order to be able to do this our app needs to be "approved" in your organization. Approving our app can be done via the Teams Admin Console via two different ways ways.

The first thing to do is click on the "Org-wide app settings" button in the upper right and see if the "Allow third-party apps" toggle is on. If it is, our app is able to be installed by our server. You can move on to the "Getting Started" section below.

If third-party apps aren't allowed across your entire organization, then you will need to specifically allow our application by searching for "The Receptionist" in the table at the bottom, clicking our app, and then clicking the "Allow" button.

Getting Started

If you have verified your Microsoft Access and your organization's Teams App Policy, it's now time to add the integration. If you are unsure about either of these items, please contact an IT Administrator in your organization and show them this article.

This integration will use the email address that is entered into our system in order to "connect" with the users in your Microsoft organization. We do this using the Azure Active Directory email address field (not the "User Principal Name") to match your contacts in The Receptionist. You can check that these two fields are the same by doing the following:

  1. Go to the Contacts page in The Receptionist, and edit one of your contacts.

  2. Go to the Users area of the Azure Portal, find the user that matches the contact you edited in Step 1, and verify that the "email" field (in the "Contact info" section) matches the address from Step 1.

  3. If these don't match, then you will either need to fix the data in our system before the contact will be able to get notification via Teams.

Adding the Integration

To enabled the Teams Integration on your account, an Account Owner will need to navigate to the Integrations page and click the "Add" button as shown in the screenshot below.

Authorizing the Integration

After clicking the "Add" button, you will be taken to Microsoft's consent page. In order for our server to be able to connect to your Microsoft organization a Global Administrator of your Microsoft organization (as Identified in the Verify Your Microsoft Access section above) will need to sign in and click the Accept button.

Connecting your Contacts

When you accept the authorization request, Microsoft will provide our system an API key that will allow our server to "connect" the contacts you have entered into The Receptionist with your Microsoft users. This process will happen in the background and usually takes less than 10 minutes to complete.

During this time, our server will set up a Teams Notification Preference for each contact that we are able to match, and will also install our Teams Notification Bot to ensure the contact can receive the visit and delivery notifications from our system.

Do you have questions about setup, security, or troubleshooting?

We've put together a Frequently Asked Questions article that provides even more detail about this new integration!

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