Introduction

This document serves as a guide for the Microsoft Teams Integration with Arist. It includes comprehensive set-up instructions for installing the Arist bot, what the integration will look like, and the implications of delivering learning content on Teams vs. Text Messages.

Setting up the Arist Bot

The setup of the Arist Bot is a relatively simple process that should take no longer than ~5 minutes.

Customizing your Teams Permission Policies

1. The first step is to get your organization's Teams administrator (any user with Admin access to the Teams Admin dashboard) to enable Third-party apps for your organization.

1. Navigate to the admin dashboard, available at admin.teams.microsoft.com/dashboard

2. Click on Teams apps and then Permission policies

3. Next, click on Global (Org-wide default)

4. Ensure that the dropdown menu under 3rd Party apps is toggled to Allow all apps, then hit Save.

5. Please note that permissions updates in Microsoft Teams may take up to 24 hours to propagate fully across all Microsoft Servers. It is best to not launch a course until 24 hours have passed since permissions have updated.

4b (optional): If you prefer to only allow specific apps, you can choose: Allow specific apps and block all others.

4c (required if you follow the steps in 4b): If you choose to allow only specific apps be sure add Arist, by clicking +Add apps and choosing Arist.

5. Next, under Teams apps on the sidebar, click on Manage apps, ensure that Arist is Status: Allowed

6. Now the Arist App will be available to add to your individual Teams Groups.

Custom Permissions Policies:

Sometimes, companies set up custom permissions policies on a group by group basis. If this is the case at your company, please follow the above steps on each custom permission policy that governs a Teams Group where you would like to install Arist, to ensure the app is allowed.

1. Select Permissions Policies under Teams Apps:

2. Select the policy you want to edit to allow Arist, and ensure 3rd Party apps are toggled to Allow all apps, then hit Save.

3. Next, go back to Permissions Policies and make sure all users who need to receive Arist Course Content are added to the policy. Choose the Policy where you want to add users and click Manage Users, then Assign Users:

4. You can then search users by name and add them to the Custom Permissions Policy:

5. It is quicker sometimes to add a Custom Permissions Policy to a Group. Microsoft has instructions here on the various ways you can associate groups and users with Custom Permissions Policies.

Please note that permissions updates in Microsoft Teams may take up to 24 hours to propagate fully across all Microsoft Servers. It is best to not launch a course until 24 hours have passed since permissions have updated.

Adding the Arist App to Individual Teams

1. Select the Teams Group where you want to add the Arist App, then click the 3 Dots to the right of the teams group name. Then select Manage team:

2. Click on the Apps tab on the Manage Team screen:

3. Click More apps:

4. Search 'Arist' in the search bar in the top left corner of this page, then click on the card with the Arist logo and description:

5. A pop-up will appear with a detailed description and our permissions. Click the purple Add to a team button:

NOTE: Full Permissions List:

6. Your current team's group name will show on the next screen, ensure its correct and then click 'Set up bot'

7. Upon successful installation, the team's group members will receive a welcome message in the group chat for the team's group:

8. Go back to your Arist Dashboard and navigate to Cohorts in your left navigation. You will see a cohort with all members of your team's group. It will be named Teams Group: [Teams Group ID number]. You can customize this by clicking the edit icon for the cohort and updating the name:

How Teams will work compared to text

1. Teams will allow your organization the flexibility to use an already-established medium of communication for learning purposes.

2. The course content will be analogous to that of a text-based course, except it will be available through a direct Teams chat.

   

   Sample course day for a learner on Teams

3. Learners can sign-up for courses via a link or QR Code by entering their Teams-affiliated email address instead of their phone number during the sign-up process.

   1. The Teams button will only be added to the sign-up form ****if the organization already has Teams set up with Arist

4. The analytics and reporting of courses through Teams will also follow the same conventions as our text-based courses — all such analytics is viewable in your organization's dashboard on the Arist platform.

5. Admins can enroll Cohorts in Courses delivered through teams directly in the Arist Dashboard.