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.

For general information about SecurityCoach, see our SecurityCoach Product Manual.

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 KSAT 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. Enter a name for the bot in the Bot Name (required) field.

   Note:The default name is KB4 Security Awareness. You can enter a different name for your bot in the Bot Name field.
6. Click Upload Bot. When you click this button, a Microsoft 365 login page will display.
7. Log in to your Microsoft 365 admin account. A new Permissions requested page will load after successful login.
   
   
8. Select the Consent on behalf of your organization check box, then click Accept at the bottom of the page.
9. Back on the Microsoft Teams Setup page in SecurityCoach, click Review Permission. When you click this button, a Microsoft 365 login page will display.
10. Log in to your Microsoft 365 admin account. A second Permissions requested page will load after successful login.
    
    
11. Click Accept at the bottom of the page.
12. Back on the Microsoft Teams Setup page in SecurityCoach, enable the SecurityCoach bot for Specific Teams or All Teams Users in Microsoft Teams. If you are adding specific teams, select Specific Teams, choose your teams from the dropdown menu, then click Add Teams to confirm. If you are adding all Teams users, click All Teams Users, then click Add All Users to confirm.
    
    
13. If your organization allows only specific applications in Microsoft Teams or if you encounter a policy permissions issue, continue to the steps in the Managing Setup Policies in Microsoft Teams section below. If your organization allows any applications in Microsoft Teams, continue to the Using the Integration section below.

The Bot Has Been Blocked or Removed

If you encounter the error The bot has been blocked or removed, follow the steps below:

1. Log into your Microsoft Teams admin center.
2. Use the sidebar to navigate to the Teams app tab > Manage apps subtab.
3. Look for the KB4 Security Awareness bot in the Manage apps subtab.
   
   
   Important:The default name for the bot is KB4 Security Awareness. If you did not use the default name while Uploading the SecurityCoach Bot, search for your custom bot name instead.
   
   
   • If the bot is present, permissions are still loading. Wait one minute and then refresh the Microsoft Teams setup page in your SecurityCoach console. If this does not resolve the error, follow the steps in Deleting the Integration and then set up the integration again.
   • If the bot is not present, the bot was removed in Microsoft Teams. Follow the steps in Deleting the Integration and then set up the integration again.

Managing Setup Policies in Microsoft Teams

If your organization manages how apps are made available to users with the Teams app, 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.
2. In the sidebar on the left side, click Teams apps to expand a drop-down menu.
   
   
3. Click Setup policies from the drop-down menu.
   
   
   
4. On the App setup policies page, you will need to click the name of the policy your team is under. If your team is under the default global policy, click Global (Org-wide default). If your team is under a custom policy, click that custom policy’s name.
   
   
5. In the following Global (Org-wide default) or custom policy page, click Add apps. A new sidebar will open on the right side of the screen.
   
   
   
6. Use the search bar in the sidebar on the right side of the screen to search for the KB4 Security Awareness app.
   
   Important:The default name for the app is KB4 Security Awareness. If you did not use the default name while Uploading the SecurityCoach Bot, search for your custom bot name instead.
   
   
   
7. KB4 Security Awareness will appear in a drop-down menu underneath the search bar.
   
   
8. Click Select to the right of KB4 Security Awareness.
   
   
9. Once the app is selected, click Add below.
   
   
10. The KB4 Security Awareness app will now show under Installed apps.
    
    

Once the KB4 Security Awareness app is installed, allow up to 12 hours for changes to apply in the Microsoft admin center.

Once changes have been applied, SecurityCoach will automatically sync the Microsoft Teams integration every 12 hours. You can also manually resync your users by following the steps below:

1. Log in to your KnowBe4 console.
2. Navigate to SecurityCoach > SetUp.
3. Click the Microsoft Teams vendor tile.
4. On the Microsoft Teams Setup page, click the Run User Sync button at the bottom-right side of the User Sync Details section.

Once the new sync is complete, the results will display under the User Sync Details section. If there were any errors, you can click Generate CSV to view more details.

Using the Integration

Once you've uploaded the bot and allowed the SecurityCoach application in Microsoft Teams, you can create real-time coaching campaigns to send SecurityTips to your users. For more information about creating real-time coaching campaigns, see our Real-Time Coaching Campaigns Guide.

To view and manage the Microsoft Teams integration in your KSAT console, navigate to SecurityCoach > Setup > Delivery Setup > Microsoft Teams. From this page, you can view a list of your teams, verify how many users the bot has been enabled for, send yourself a test message, and more.

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 KSAT 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.