Set-up Microsoft Teams notifications

SUMMARY

Receive instant host notifications via Microsoft Teams when a visitor signs in. This serves as an alternative or backup to email and SMS notifications.

STEPS

1. Log in to the dashboard and go to Integrations.

2. Click on the Microsoft tab.

3. Locate the Microsoft Teams tile and click Connect or Configure.

[SCREENSHOT: Microsoft Integrations tab]

4. You will be redirected to sign in with your Microsoft 365 Admin credentials.

5. Grant the necessary permissions for the VisitUs bot to post messages.

6. Once connected, toggle the "Send host notifications via Teams" setting to On.

7. (Optional) Configure specific channels for general alerts if needed.

COMMON CONFIGURATIONS

* Direct Messages: By default, the bot sends a direct message to the host's Teams account (matching their email address). * Fallback: It is recommended to keep Email notifications enabled as a backup.

VALIDATION CHECKLIST

* Ensure a host has a valid email in VisitUs that matches their Teams email. * Perform a test sign-in selecting that host. * Verify the host receives a Teams message from the VisitUs bot.

TROUBLESHOOTING

* Problem: Host not receiving messages. * Fix: Ensure the host's email address is identical in both systems. Check if the bot is blocked by organization policies.

NEXT STEPS

* Sync hosts from Active Directory – TBD URL * Enable Outlook Calendar integration – TBD URL