Teams Integration - Free user cannot add Teams integration in notification settings

Patrick Byck HS

Our org "lives" in Teams, so the integration from Smartsheet was a masive selling point.

However, one of our Free Users is unable to integrate with Teams. In the personal settings/notifications, the checkboxes to add Teams is not appearing. When attempting to add in Teams integration, she only sees "Learn More" then is redirected to the following URL.

Our IT has already approved the teams bot for all users in the org, so she should be able to connect to Teams. Am I missing something?

https://help.smartsheet.com/articles/2476201-integrate-smartsheet-with-microsoft-teams

Patrick Byck HS

Hi @Genevieve P -

Thanks for your reply. It turns out that I (apprently) cannot read properly, and did not instruct the free user to input "allow access' to the Smartsheet chat in Teams.

We have now successfully connected Teams for all of our free users in our org.

Genevieve P.

Hi @Patrick Byck HS

Is it possible that this free collaborator is not set up as an unlicensed member of your organization? (See User Management here).

If this isn't the issue, the set up steps for Teams are outlined in the Help Article you listed above, under the heading Set Up Smartsheet for Teams. Can you identify what number in these steps your user is getting stuck at? It would also be helpful to see a screen capture of what they see, if you can block out sensitive data.

Cheers,

Genevieve

Patrick Byck HS

Hi @Genevieve P -

Thanks for your reply. It turns out that I (apprently) cannot read properly, and did not instruct the free user to input "allow access' to the Smartsheet chat in Teams.

We have now successfully connected Teams for all of our free users in our org.

Genevieve P.

Hi @Patrick Byck HS

That's great news! I'm glad that you were able to get it working successfully, thanks for letting me know.