MS Teams Integration Settings

CMap’s integration with Microsoft (MS) Teams empowers your teams to collaborate, share knowledge and move faster. The MS Teams Integration enables you to automatically create a Teams Channel when setting up a Project in CMap.

The MS Teams Integrations Settings tool enables you to set-up and configure the Integration, such as the structure of the Teams Channels, naming conventions and privacy settings.

In this article, you'll learn:

  • Initial Set Up
  • Naming Conventions for your Teams Channels
  • Privacy Settings
  • Disable the creation of Teams & Channels

Initial Set Up

1. From your Dashboard, head to the Admin area by clicking on the  icon. Under the heading MS TEAMS, click Integration Settings.

2. Click Connect to MS Teams.

If you are a System Administrator, the Permissions Requested pop-up will appear, check you are happy and select Accept.

3. Next, you then need to define how you want the integration between CMap and MS Teams to work. You have the option to consent to CMap creating Teams & Channels.

If you select Yes, you are then able to choose how you would like to structure your Teams and Channels.

Option 1 – Creates a main Team for your client

A General channel is automatically created and then separate channels for each project relating to this client are listed underneath as they are created.

Option 2 – Create a separate Team for each project

Naming conventions for your Teams Channels

You can choose the naming convention used when your Teams Channel is created by selecting one of the following options.

Privacy Settings

Whilst creating your Team/Channel, you can choose from the following two Privacy options:

Only those with a key role on the project such as, Creator, Project Manager, Co-Pilot, will automatically be given access to view the channel.

To become a member of the Channel, the user must already exist in the Teams Organisation.

Disable the creation of Teams & Channels

The Disable the Creation of Teams and Channels Tool enables you to disable this feature so that no further Teams and Channels can be created.

1. From your Dashboard, head to the Admin area by clicking on the icon. Under the heading MS TEAMS, click Integration Settings.

2. Click Connect to MS Teams.

blobid0.png

3. On the MS Teams Integration Settings page you will see Enable Creating of Teams & Channels from CMap, select No and no further Teams and Channels will be created.

You will still have access to those that you have already created.

blobid1.png

4. If you are a System Administrator, the Permissions Requested pop-up will appear, check you are happy and select Accept.

Updated

Was this article helpful?

Have more questions? Submit a request