Summary
Instructors and managers with instructor permissions can set up MS Team meetings for ILT sessions in LearnUpon.
Instructor-led training modules are available to all customers.
Webinar integrations are available depending on your LearnUpon plan.
LearnUpon enables this feature on request. Contact Support to add this feature, or speak to your Customer Success Manager.
Microsoft Teams uses individual account credentials to create meetings and events. Within LearnUpon, instructors and managers with instructor permissions can access this integration from their user profile.
Note: The MS Teams integration option only appears when accessing LearnUpon via your .learnupon.com address. You can't set up the initial connection while accessing your portal via your white-label address.
After you make the initial connection from the .learnupon.com address, you can create and manage MS Teams meetings from either .learnupon.com or your custom URL.
See White-label your portal with a custom URL for background about accessing your portal without the white label URL, to set up this integration.
Prerequisites
Before instructors and managers with instructor permissions can set up MS Teams:
- an admin from your organization must perform the initial setup with Microsoft Teams, to provide consent for all other users in the organization to link their Microsoft accounts. See Connect to Microsoft Teams for an overview and best practice
- confirm the instructor has the correct permissions. See Users: create an instructor, and assign them to a course
Once connected, the integration created by an instructor or manager with instructor permissions is also visible and accessible to all admins, from Settings > Integrations > Webinar Integration. Admins can use this integration to set up ILT sessions.
Set up MS Teams from the user profile
This setup method applies to instructors, and managers with instructor permissions only.
The following screenshot illustrates accessing a user profile.
- From main navigation go to your initials or photo > your name and identifier to access My Profile.
- In My Profile, select Integrations.
- From Integrations select MS Teams.
- From the integration page, select Continue.
- 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.
Remove MS Teams from the user profile
You can remove MS Teams from the list of integrations if required.
Note: This step disables any ILT webinar integrations that use this MS Teams account. The module still lists the ILT sessions, but the sessions will not work.
- From main navigation go to your initials or photo > your name and identifier to access My Profile.
- In My Profile, select Integrations.
- In Active integrations, from your MS Teams account select Disconnect.
- 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
- From main navigation go to your initials or photo > your name and identifier to access My Profile.
- In My Profile, select Integrations.
- Under the Active Integrations section, select Refresh next to your MS Teams account.
- 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: