Setting Up Greetly Notifications in Microsoft Teams

Want to receive host alert notifications right in Microsoft Teams? In order to integrate Greetly with Microsoft Teams, you will need to manually install an app through the admin user interface.

Configuring the Integration

Download the updated Greetly Bot zip file from this link. 

Install it under admin.teams.microsoft.com.

Click here to manage the app setup policies in Microsoft Teams.

Setup Policy for the Greetly Bot v2.0.0 in Teams admin should have Allow Custom apps toggled on and Pin App for Client then click Save.

Turn on Teams at the location level from your Greetly web admin account.

After the Teams client is installed, turn on the Teams notification under your location notification preferences. 

Best visitor management system

 

Install our app on the user Teams client.

Your users can now install the Greetly app on their Teams client, and they will be connected to our system and receive notifications moving forward.  

Visitor management app with MS Teams host alert notifications

After the MS Teams Administrator has setup the MS Teams Integration, please ask users to log in to Greetly, toggle on their MS Teams notifications on their User profile, then click Save and logout.

If individual users or Global Admins are not able to toggle on Teams notifications, please try the instructions outlined below:
Open the Teams client  in another tab along with the user's profile.
In the Teams client type link.
Have the user should refresh their Greetly profile page to populate the Teams handle in their account.
Click on Save in the Greetly profile and log out.