PII Protect Teams App Partner FAQ

What are the requirements for deploying the Teams app? 

To deploy the Teams app to your clients, they must be set up with Azure Active Directory sync. 

Which products are eligible for the Teams app?

The Teams app is available for installation across clients with BPP, HIPAA BPP, and EVA MD accounts, in addition to your internal partner accounts.

How do I deploy the Teams app?  

The Teams app will be available for deployment via the Microsoft Teams App Store. You can deploy the app to all of the users within your clients' organization via the Admin Center. Detailed deployment instructions are available in our Help Center, accessible via this link. Note that these instructions will become available on March 1st, coinciding with the launch date when you will have the ability to start deploying the Teams app. 

After the Teams app has been installed, is there any action required by the employee?

Employees must initiate the Teams app by opening it for the first-time post-deployment. This step is crucial, as they will not start receiving PII Protect Teams notifications until the app has been activated through this initial click.

Will my clients be alerted when the Teams app is deployed to them?

Once you have deployed the Teams app to your client, you will have the option to notify every user via a portal-generated email about the app's availability. This email will not only inform them that they need to click on the app for the first time to activate notifications but also include instructions on how users can install the Teams app themselves if it does not automatically appear in their Teams environment.

How do I activate Teams notifications for my clients? 

After the Teams app has been deployed to your clients, you won't need to take any further steps to enable notifications. For notifications to start, users must simply open the Teams app for the first time.

How do I identify users who have not accessed the Teams app?

To check for users who haven't accessed the Teams app, you can utilize two methods within the platform:

Manage Clients Screen: Head to the "Teams App" column on the ‘Manage Clients’ screen in the portal, where you'll see the percentage of users who have installed Teams. Clicking on this percentage reveals a list of users who have not yet accessed the app, allowing you to send them a reminder notification directly.

Client Dashboard: Additionally, when navigating through Manage Clients --> Select Client --> Dashboard, you'll encounter a banner for any client with users who have not yet interacted with the Teams app. This banner not only notifies you of the presence of these users but also enables you to resend the notification from this location, similar to the method described above.

Can partners send reminders to employees who haven't accessed Teams yet? 

Yes, by pinpointing users who haven't yet engaged with the Teams app, you can resend notifications to remind them that clicking on the app is essential for activating their notifications. For further details on how to identify and notify these users, please refer to the instructions provided in the previous question.

Can I pin the Teams app to the sidebar for my clients?

Yes, pinning the Teams app for your clients significantly increases its visibility in their daily workflow, thereby promoting engagement. After installing the Teams app for a client, you can ensure it's readily accessible by pinning it for all users within that organization. This can be done through the Teams Global policy screen. For detailed instructions on how to pin the app, please refer to the deployment guide in our Help Center, accessible via this link.

Is there anything that is done in the portal that can't be done in the Teams app? 

Every user role is granted access to the Teams app, encompassing the entire range of employee-facing features of the platform, including the Dashboard and Newsfeed. If a Partner Admin, Manager, or Manager Admin needs to perform management tasks on the platform, these actions must be carried out via a web browser. For convenience, a direct link within the Teams app is provided to guide them to the portal for more comprehensive management capabilities.

What notifications will my users receive in Teams?  

Users will receive notifications through Teams whenever a new Micro Training becomes available, or a new Nano training is released. It is expected that users will get approximately two notifications each week.

Can I make a Newsfeed post to my clients and notify them via Teams? 

Yes, as a Partner Admin, you can create a post in the Newsfeed that can be directed towards all your clients or a specific one. When posting, you'll be given the choice to inform your audience either through a portal notification or a combination of portal and email notifications. Both selections will activate a Teams notification upon posting. It's important to note that choosing the portal + email notification option will additionally dispatch an email to your clients, alerting them about the new post you've made in the Newsfeed.

Can users mute Teams notifications? 

While the PII Protect platform does not provide a feature for users to mute Teams notifications, Microsoft Teams does allow users the option to mute notifications from any accessible applications. Nonetheless, it's advised against muting the PII Protect app notifications, as it is crucial for users to stay informed about new training alerts and interact with the platform accordingly.

Can users install the Teams app themselves?  

If an employee finds the PII Protect app within the Teams App Store, they can install it independently, provided they are users of an eligible product (BPP, HIPAA BPP, EVA MD, or your internal Partner account). Additionally, if you deploy the Teams app to their organization, employees will be notified via email, advising them that they have the option to install the app on their own if it does not automatically appear in their Teams applications.