Articles in this section

MS Teams: set up or remove MS Teams in your user profile

Elizabeth
  • Updated

Add MS Teams through your user profile

Admins, instructors, and managers with instructor permissions can set up MS Team meetings for live learning.

Availability: all customers

Microsoft Teams uses individual account credentials to create meetings and events. Within LearnUpon, admins, instructors, and managers with instructor permissions can access this integration from their user profile. 

Note: For one-time setup, the MS Teams integration is only accessible from your yourportalname.learnupon.com URL. You can't set up the initial connection through your white-label address.

After setup you can create and manage MS Teams meetings from either yourportalname.learnupon.com URL or your custom URL.

See White-label your portal with a custom URL.

Prerequisites

An admin from your organization must perform the initial setup with Microsoft Teams, and accept the terms and conditions on behalf of your organization. 

See:

Access permissions

After MS Teams is set up on your portal:

  • all admins: can add MS Teams as an integration
  • instructors with the correct permissions: can add MS Teams as an integration
  • managers with instructor permissions: can add MS Teams as an integration

See: Users: create an instructor, and assign them to a course

Set up MS Teams from the user profile

This setup method applies to admins, instructors, and managers with instructor permissions only. 

The following screenshot illustrates accessing a user profile.

profile_and_avatar.png

  1. From main navigation go to User settings (aka your initials or photo) > your name and identifier to access My Profile.
  2. In My Profile, select Integrations.
  3. From Integrations select MS Teams.
  4. From the integration page, select Continue.
  5. In the Microsoft Sign in dialog, enter your Microsoft account details and password at the prompts.

When connected, the application returns to your user profile, showing MS Teams under Active integrations. See the following screenshot.

active_integration_MS_team.png

Remove MS Teams from the user profile

You can remove MS Teams from the list of integrations if required.

Note: This step disables any live learning sessions that use this MS Teams account. 

  1. From main navigation go to your initials or photo > your name and identifier to access My Profile.
  2. In My Profile, select Integrations.
  3. In Active integrations, from your MS Teams account select Disconnect.
  4. In the dialog that opens, select Disconnect to confirm.

LearnUpon refreshes the page, and confirms you've deleted the integration.

Refresh MS Teams account connection from the user profile

  1. From main navigation go to your initials or photo > your name and identifier to access My Profile.
  2. In My Profile, select Integrations.
  3. Under the Active Integrations section, select Refresh next to your MS Teams account.
  4. From the MS Teams Authentication page, select Continue.

The page refreshes and returns to your profile.

Note: If you logged out of your MS Teams account, you need to sign into Microsoft again with your Microsoft account details and password at the prompts.

See:

 

Related articles