Setting up an integration account for Microsoft Teams
An integration account enables Conclude to post messages on Microsoft Teams when no user account is available.
This account serves as a fallback to post messages into channels and chats and ensures consistent message synchronization and optimal functionality.
During the onboarding process there is also an option to create an account. We strongly recommend that you do this, or create one following the steps below.
How it works:
- A Microsoft admin creates a generic user account (e.g. “External user”) that isn’t associated with any physical person in the Microsoft admin system
- In Conclude’s Admin settings, the admin selects the user account and signs them in
- Once configured, Conclude will use the integration account to post messages that would be handled by the Conclude Bot
- This ensures that messages sync smoothly when user credentials aren’t available
Setting up an integration account:
- Navigate to Settings > Admin > Workspaces
- Click the Edit (pencil) icon next to the workspace where you want to enable the integration account
- Select the pre-created integration account from the drop-down then click Save
The account operates across the entire Microsoft organization. It will post any messages that don’t originate from a user with credentials in the same Microsoft tenant signed in with Conclude.
Important: If the integration account is not yet signed in to Conclude, you will see a prompt to sign in and authorize Conclude to post messages on the account’s behalf.
Additional tips:
- Ensure the integration account is added to the team containing your connected channels. For private channels, manually add this account to the channel
- Once configured, messages from external users will be posted using the integration account
- This setup is recommended even when users exist on both sides, as it provides a fallback when credentials are not available for all users
For more, see the Conclude Connect External Quickstart Guide