How to integrate and manage your company's Microsoft Teams integration with Lattice
Please Note: If your organization uses Lattice's elevated design, you can find the updated navigation steps here.
Integrating Lattice with Microsoft Teams will allow an entire company to keep up with all the events that should require attention from a Lattice user perspective. The app will send proactive messages to the Microsoft Teams instance whenever a user receives public/private/manager-only feedback, updates a public Goal, is prompted to complete a stage in a Review, has an incoming 1:1 meeting, and updates completion reminders.
The idea behind this is to bring Lattice into the tools that you use for your daily duties, such as Microsoft Teams, to prevent you to context switch entirely between these tools. This way, you can keep up to date with everything that is happening in Lattice, within your favorite communications channels.
Step 1: To set up the company Microsoft Teams integration, first make sure you're logged in as an admin on your Lattice and Microsoft Teams accounts.
Step 2: Then, go to the Integrations administration panel (Admin > Settings > Integrations).
Step 3: Scroll down to "Company Integrations" and click on “Teams”. From here, Microsoft Teams will require some authentication before you can integrate it with Lattice.
This button will take you to Microsoft’s website, where you can authorize the integration. Note that you must log into Microsoft with an admin account in your browser and grant permissions on behalf of the organization to complete this step.
Once you are connected, you will be redirected back to Lattice app and will see the integration is active.
Also, you'll notice Lattice's Microsoft Teams App will appear on your Microsoft Teams apps and will send you a “Welcome message”. Once integrated, everyone included in both your Teams and Lattice instances will receive this message to let them know that they can receive notifications in Microsoft Teams.
Please note: If a non-Lattice user interacts with the Lattice app, they will be notified that they have to Sign in to Lattice, so they should reach out to their account admin. Also, we recommend admins use the "Automatic (nightly)" sync option to ensure that new users will be able to receive Microsoft Teams notifications.
Customizing Microsoft Teams Notifications
Admins can customize which notifications are sent via Microsoft Teams from the Lattice Notification Center. By default, all of them will be enabled.
Note that Microsoft Teams has to be connected first to be able to get them configured.
In the same way, users can customize their individual notifications preferences.
If the admin has enabled Microsoft Teams and email notifications, employees will have the option to choose their preferred method on how they would like to be notified.
To change these settings, employees need to follow the below steps:
Step 1: Select your name on the right-hand corner and click on "Settings."
Step 2: Select the type of desired way of notification: Microsoft Teams or Email for Reviews, Goals, Updates, 1:1s, Feedback and Surveys and save changes.