PII Protect Microsoft Teams Application Setup

New! Access Security Awareness Training Directly in Microsoft Teams

We're excited to announce a new integration that makes staying up to date on security awareness training easier than ever. PII Protect training platform is now directly accessible within Microsoft Teams.

Benefits of the New Integration:

• Seamless Access: Access your security training without ever leaving the Microsoft Teams environment.
• Increased Engagement: Training becomes a natural part of your workflow, driving higher participation.
• Enhanced Knowledge: Regular, easily accessible training ensures your security awareness stays sharp.

Before Installation

• The deployment of the app may be instant but could take up to 8 hours to show up in Teams.
• Deployment requires the client have:
  • A valid product: BPP, HIPAA BPP, EVA MD, or Partner HIPAA Compliance
  • and Azure Active Directory Sync

Install from Microsoft Teams Admin

Below are the installation steps for the PII Protect Teams application from the Teams admin center.

1. Access the Teams admin center and go to Teams apps > Manage apps at the left.
2. Search for the PII Protect application. 
3. In the Assignments column, select the Not Assigned option.
4. Click the Assign App button.
5. An Assign app sidebar will appear, click the Assign users dropdown and select Everyone.

6. Click the Apply button at the bottom of the page.

7. Select the Permission tab of the PII Protect application page.
8. Select the "Review permissions and consent" button to review and accept the permission on behalf of all users in your client's organization.
9. Select the admin account associated with the tenant          
10. Review the permissions and accept. Confirmation that the app has been granted admin consent will be displayed. Note: granting admin consent is imperative to a successful deployment of the PII Protect Teams application. If the permissions are not granted by an admin then users may not be able to access the application and may be presented with a "You don't have access" error message.
11. Next, in the left sidebar click Teams apps > Setup policies.
12. Select Global (Org-wide default) policy.
13. In the Installed Apps section, click on the Add apps button.
14. Search for and add PII Protect.
15. Select Add.
16. Jump to the "Pin the App" section below

Pin the App

As an admin, you use app setup policies to install and pin apps and control which users can upload custom apps in a personal or team context. Pinning helps promote the adoption of apps for the users and it provides quick access to the PII Protect application.

To add apps for your users using an app set-up policy, follow these steps:

1. Sign in to Teams admin center and access Teams apps > Setup policies.

2. Select the Global (Org-wide default) policy.

3. In the Pinned apps section, select the Add apps button. 

4. Search and add PII Protect. 

5. Select Add.

6. Arrange the PII Protect application in the order you would like, this is where it will show to the end users in their Teams application. 
7. Select Save.

Note: the deployment of the app may be instant but could take up to 8 hours to show up in Teams.

You're all set! Users should now see the PII Protect app in their Microsoft Teams interface!

After App Installation

After the PII Protect Teams App has been deployed to your client users, it is important to make them aware of this new feature so they can utilize it and begin receiving notifications. View our guide on how to send notifications to users of the newly available app and check deployment statistics after launch.