Integrating Microsoft Teams with SecurityCoach

In this guide, you’ll learn how to integrate Microsoft Teams with SecurityCoach. You can use Microsoft Teams to send SecurityTips to your users when risky activity is detected on their devices.

Click the links below to learn how to integrate Microsoft Teams with SecurityCoach. For general information about SecurityCoach, see our SecurityCoach Product Manual.

Jump to:
Setting Up the Integration

• Uploading the SecurityCoach Bot
  Managing Permissions in Microsoft Teams

Using the Integration
Deleting the Integration

Setting Up the Integration

To set up this integration, you must upload a SecurityCoach bot to Microsoft Teams. Depending on your organization's settings, you may also need to edit permissions to allow the application in Microsoft Teams.

For more information, read the subsections below.

Uploading the SecurityCoach Bot

To add the SecurityCoach application to Microsoft Teams, follow the steps below:

1. Log in to your KMSAT console.
2. Navigate to SecurityCoach > Setup.
3. From the menu on the left side of the page, select Delivery Setup.
4. Click Microsoft Teams.
5. Click Upload Bot. When you click this button, a Microsoft 365 login page will display.
   Note: You can enter a different name for your bot in the Bot Name field. The default name is KB4 Security Awareness.
   
6. On the login page, select the Permissions tab.
7. Enter your login information, then click OK. 
8. Click Review Permissions to accept the permissions for the bot.
   Note: If you have insufficient Microsoft Teams privileges and can’t accept the permissions after you’ve signed in, copy the link under the Review Permissions button (click to view). Then, send the link to a Microsoft Teams admin who is able to accept the permissions.

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   Permissions Link

   

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9. Select the Microsoft Teams users you want to enable the bot for. You can select specific teams or all teams.
   
10. Click Save Changes.
11. If your organization allows only specific applications in Microsoft Teams, continue to the steps in the Managing Permissions in Microsoft Teams section below. If your organization allows any applications in Microsoft Teams, you can start using the integration.

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Managing Permissions in Microsoft Teams

If your organization allows only specific applications in Microsoft Teams, you’ll need to allow the SecurityCoach application.

To allow the SecurityCoach application, follow the steps below:

1. Log in to your Microsoft Teams admin center as a global admin.
2. Navigate to Teams apps > Permission policies.
3. Click to the left of the Global (Org-wide default) policy, and then select Edit.
   
4. From the Custom apps drop-down menu, select Allow All apps or Allow specific apps and block all others.
   
   Note: If you receive a warning message about modifying your org-wide app settings, navigate to Teams apps > Manage apps and click Org-wide app settings. Then, under Custom apps, turn on the Interaction with custom apps toggle. Once you've updated this setting, continue to the steps below.
   
5. If you selected Allow specific apps and block all others, follow the steps below. If you selected Allow all apps, skip to step 6. 
   1. Click Allow apps.
   2. Search for the name of your bot, then click Add.
      
   3. Click Allow. The bot should display in the Allowed apps column.
      
6. Click Save.

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Using the Integration

Once you've uploaded the bot and allowed the SecurityCoach application in Microsoft Teams, you can use the integration to coach your users. In your KMSAT console, navigate to SecurityCoach > Setup > Delivery Setup > Microsoft Teams to view information such as a list of your teams, how many users the bot has been enabled for, and more.

You can also start creating real-time coaching campaigns to send SecurityTips to your users in Microsoft Teams. For more information about creating real-time coaching campaigns, see our Creating and Managing Real-Time Coaching Campaigns article.

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Deleting the Integration

If needed, you can delete your Microsoft Teams integration from SecurityCoach. To delete the integration, follow the steps below:

1. Log in to your KMSAT console.
2. Navigate to SecurityCoach > Setup.
3. From the menu on the left side of the page, select Delivery Setup.
4. Click Microsoft Teams.
5. On the right side of the page, click Delete Integration.
   Note: Deleting this integration in SecurityCoach will also delete it from your Microsoft Teams admin console.
6. In the pop-up window that opens, click Confirm. When you click this button, a Microsoft 365 login page will open.
   
7. Log in with your Microsoft admin credentials. Once you log in, the integration will be deleted.

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