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Enabling Microsoft Teams
A Teams Admin can install the Leadr app for all users in their organization by downloading the .zip file here.
App Rollout
Once rolled out, users can find it in the "Built for your org" section of the Teams store within their Teams client1 , or you can, optionally, have it installed automatically for all users in an organization.
Setting the Sideload Permission:
- To enable all users in your organization to sideload custom apps, you'll need to configure the settings in the Teams admin center.
- Sign in to the Teams admin center, go to
Teams apps>Setup policies.
- You can either create a new policy by selecting
Addand providing a name and description or edit an existing policy to allow the sideloading of custom apps 4.
You can use a setting in the app setup policy to allow or disallow users from uploading custom apps. This setting is useful when you want to allow only specific users in the organization to upload custom apps.
To allow all users to upload custom apps, use the custom app setting in Org-wide app settings.
Sign in to the Teams admin center and access Teams apps > Setup policies.
Perform one of the following steps:
- Select Add and provide a name and description to create a new policy.
- Select an existing policy and select Edit.
- Turn on or turn off the Upload custom apps option to allow or disallow users from uploading custom apps, respectively.
- Select Save.
- Apply the policy to users so that those users can upload custom apps.
To allow the use of custom apps in a user's personal or team scope, see org-wide app settings.
Download the ‘.zip’ file from Leadr With the first step completed, download the .zip file
Uploading (Installing) the App Package to the Organization (Administrator task):
- In Microsoft Teams, navigate to
Apps>Manage your appsand selectUpload new app.
- Click on the upload app and select the ‘.zip’ file obtained from Leadr
- Once the app is uploaded you will get a confirmation window
Setting up the application policy to auto-install Leadr for your organization (Optional but Recommended)
- Sign in to the Teams admin center, go to
Teams apps>Setup policies.
- Click on the policy you would like to edit ('Global (Org-wide default)' in the example image below)
- Under
Installed AppsClick theAdd Appsbutton
- Search for ‘Leadr’ in the search tray that appears and click the
AddButton next to the search result
If Leadr doesn’t appear in your search results verify that you have installed the application as outlined in the ‘Uploading the App Package to the organization (Administrator task)’ section above.
- Click the
Addbutton at the bottom of the panel to add the app to your organization
- Once the app is listed under your
Installed Appssection you must Click theSavebutton at the bottom of the screen for changes to take effect
- Lastly, click Confirm to complete the installation for the organization
If auto-install is not completed, individual users can learn more about enabling the integration and its features here.
Please note that users need to log into Leadr using Single Sign-On at least once before they can use this Teams integration.
Teams integration is not available to all as it requires Microsoft Azure Active Directory Single Sign-on with Leadr. Reach out to your customer success manager for more information.
Contact support@leadr.com or through the blue chat bubble if you have any questions!