Instruction for customers

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Configure Microsoft Teams

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Step 1. Enable messaging policies

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1.1 Log in using your Microsoft Global Administrator credentials.

1.2 Enable Messaging policies. Refer to the Messaging Policies for SMS and Chat Apps for details.

1.3 Ensure you have custom apps enabled for Teams.

Configure TeamMate Connector portal (Enterprise)

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Step 2. Perform a sync if users were added by anyone other than the Microsoft Global admin

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You need to import users from Teams and enable the services for those users on the Enterprise portal: go to Users and click Sync Teams Registrations.

Step 3. Upload phone numbers

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Upload phone numbers and select the needed SMS Carrier Profile. Consult the TeamMate documentation for a detailed description of the available fields.

Step 4. Configure SMS users and groups

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Assign SMS phone numbers to users ( individually or in bulk) and groups.

Step 5. Deploy and sync the App

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Deploy and sync the Unified Connector App.

The administrator is responsible for disabling SMS for users who leave or change roles and unassigning phone numbers that are no longer needed; refer to the Teams documentation.

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