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 real-time coaching notifications 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.

Note: This integration will allow you to send real-time coaching notifications to your users. If you are looking for information about setting up security vendor integrations that will detect risky activity on your users' devices, see our Vendor Integration Guides.

Jump to:
Installing SecurityCoach in Microsoft Teams
Sending Real-Time Coaching Notifications Using Microsoft Teams
Deleting a Microsoft Teams Integration

Installing SecurityCoach in Microsoft Teams

Before you can begin coaching your users in Microsoft Teams, you must install the SecurityCoach application. To install the SecurityCoach application, follow the steps below:

1. Log in to your KMSAT console and navigate to SecurityCoach > Setup.
2. From the menu on the left side of the page, select Delivery Setup and then click Microsoft Teams.
3. Click Download KnowBe4 bot to download the SecurityCoach application package.
4. Open a new browser window and log in to your Microsoft Teams admin center. You should log in with an account that has an account admin role for the Azure subscription and a Microsoft Teams license assigned.

   Important: Do not use a Global Admin account when installing the SecurityCoach package. You can be the Global Admin in an Azure Active Directory (AD) tenant but have zero rights in the Azure subscriptions associated with that Azure AD tenant. If you use a Global Admin account, the integration may be unsuccessful.

5. In your admin center, navigate to your Managed Apps.
6. Upload the SecurityCoach application package by following the steps below:
   1. Click Upload, and then click Upload again.
   2. Select the SecurityCoach application package.
   3. Click Open. After the application package uploads successfully, you will be able to configure the application.
7. Select the Permissions tab and grant the application the requested permissions.
8. After you grant permissions, you will need to add the SecurityCoach application to your teams. To add the SecurityCoach application to your teams, follow the steps below:

   Important: You must add the SecurityCoach application to your teams in Microsoft Teams or your integration will fail.

   1. Search for the SecurityCoach application by its name and select the application. Do not click the application’s name or the application’s details page will open.
   2. Click Add to team.
   3. Search for the team you want to add the SecurityCoach application to, select the team, and then click Apply.

   Important: After adding a bot to a team in your Microsoft Teams admin center, it can take up to 24 hours to propagate. Please allow enough time before verifying your Microsoft Teams integration in the next step.

9. Return to your KMSAT console and click Verify on the Microsoft Teams Setup page. When you click Verify, a window will open for you to accept the permissions required for the SecurityCoach application.
10. If needed, log in to your Microsoft account and accept the permissions requested for the SecurityCoach application. If you are not prompted to log in to your Microsoft account, you can skip this step.
11. Return to your KMSAT console and click Send Test Message on the Microsoft Teams Setup page. When you click this button, a test message will be sent to your Microsoft Teams administrator. If the message is received, you have successfully integrated Microsoft Teams with SecurityCoach.

    Important: After verifying your Microsoft Teams integration, your users must sync before you can send a test message. The user sync can take up to a few hours to complete but depends on the size of your organization.

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Sending Real-Time Coaching Notifications Using Microsoft Teams

Once you have successfully integrated Microsoft Teams with SecurityCoach, you can set up your real-time coaching campaigns to coach your users in Microsoft Teams. For more information about creating a real-time coaching campaign, see our Creating and Managing Real-Time Coaching Campaigns article.

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Deleting a Microsoft Teams Integration

If you would like to get rid of your Microsoft Teams integration, you can delete it from your KMSAT console. To delete your Microsoft Teams integration, follow the steps below:

1. Log in to your KMSAT console and navigate to SecurityCoach > Setup.
2. From the menu on the left side of the page, select Delivery Setup and then click Microsoft Teams.
3. Click Delete Integration.
4. Log in to your Microsoft Teams admin center.
5. Navigate to your Managed Apps.
6. In the search box at the top of the page, enter “KB4 Security Awareness”. Then double-click the app to navigate to its page.
7. At the top-right corner of the page, click … > Actions > Delete.
   

To reinstall the KnowBe4 bot, follow the steps in the Installing SecurityCoach in Microsoft Teams section above.

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