Connecting to Microsoft Teams

You can connect a Accolade project with a Microsoft Teams channel, allowing team members to go to, post in, and email members of the connected Microsoft Teams channel.

Note:  The option to connect to a Microsoft Teams channel is only available to Project Managers, Process Managers with Manage Process rights for the access group of a project's main data, or a team member who has extended rights for a project.

To connect an Accolade project to a Microsoft Teams channel:

  1. In an Accolade project, click next to the Details Page Icon in the upper right corner of the page.
  2. Click on Connect Accolade Project to Teams Channel.
  3. Click on Select a channel. The teams available to you are listed from Microsoft Teams.
  4. Select a team. The channels in the selected team are listed; select the channel you want.
  5. Click on Connect.

    The name of the selected Microsoft Teams team and channel is displayed, along with the options to Go to Channel, Post in Channel, Email Channel, Schedule Meeting with Channel, Change Channel, and Disconnect Channel.

Note:  The options to change and disconnect a channel are only available to Project Managers or Process Managers with the relevant edit or access rights. Team members without these rights will only see the options to Go to Channel, Post in Channel, Email Channel, and Schedule Meeting with Channel.

To switch the Microsoft Teams channel connected to an Accolade project:

  1. In an Accolade project that is connected to a Microsoft Teams channel, click next to the Details Page Icon in the upper right corner of the page.
  2. Click on Change Channel.
  3. Click on the team and channel name. The Microsoft Teams teams available to you are listed.
  4. Select a team. The channels in the selected team are listed; select the channel you want.
  5. Click on Connect.

To disconnect a Microsoft Teams channel from an Accolade project:

  1. In an Accolade project that is connected to a Microsoft Teams channel, click next to the Details Page Icon in the upper right corner of the page.
  2. Click on Disconnect Channel.
  3. In the dialog that opens, click OK.