{"versionId":"0368e9f3-ff35-4a85-4709-08ddbe71035f","articleId":"b7bc308a-94c5-4d92-d89f-08dd90e0d842","title":"Teams integration for Theta Assist","tags":["integrations","Microsoft Teams","System admin","All articles"],"content":"<html><head></head><body><p>Theta Assist is also available as a Microsoft Teams app, so your users have ready access to Theta Assist, directly in Teams, and remain logged in while they are logged in to Teams.</p>\n<p>Theta Assist will appear as an app in your Teams users' sidebars, e.g. -&nbsp;</p>\n<p><img src=\"https://portal.helpfruit.com/api/images/0d5220bc9ad14992d05108dccd460f35/files/Screenshot%202025-05-19%20at%202.08.21%E2%80%AFPM.png\"><br><br></p>\n<p>This guide walks you through the steps an admin user will need to take to install the&nbsp;Teams App for your organisation.&nbsp;</p>\n<h2>Customise and download</h2>\n<ol>\n<li><span style=\"font-size: 14px;\">Sign in to Theta Assist using a user that has admin access</span></li>\n<li><span style=\"font-size: 14px;\">Navigate to&nbsp;<strong>Admin &gt; Microsoft Teams App</strong></span></li>\n</ol>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_02f93dd8-ae6e-4e22-9509-906fd0ffc17e.png\" alt=\"A screenshot of a computerAI-generated content may be incorrect.\" width=\"293\" height=\"183\"></div>\n<p>&nbsp;</p>\n<ol style=\"margin-top: 0px; margin-bottom: 10.666667px;\" start=\"3\">\n<li style=\"margin: 0cm 0cm 0cm 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\">\n<p><span style=\"font-size: 14px;\">Make any required changes to the Teams app settings. <br></span><span style=\"font-size: 14px;\">\uD83C\uDFA8 You can&nbsp;customise the logos, icon background color, app name and descriptions. </span></p>\n<p><span style=\"font-size: 14px;\"><a href=\"https://learn.microsoft.com/en-us/microsoftteams/platform/concepts/build-and-test/apps-package\" target=\"_blank\" rel=\"noopener\">\uD83D\uDC40 Detailed specification on icon requirements&nbsp;</a><br><br></span></p>\n</li>\n<li style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\">\n<p><span style=\"font-size: 14px;\">Once you have finished customising, press the&nbsp;<strong>Download Teams App</strong>&nbsp;button at the bottom of the page. This will download a zip file containing your customised Teams app manifest.</span></p>\n</li>\n</ol>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_36ebbb19-b772-41f9-abea-ef927147db53.png\" width=\"290\" height=\"200\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p><span style=\"font-size: 14px;\">From this point, you have two installation options:</span></p>\n<h2>Option 1 – Microsoft 365 Admin Center Integrated Apps</h2>\n<ol>\n<li style=\"line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\">\n<p><span style=\"font-size: 14px;\">Log in to Microsoft 365 Admin Center. You will need to use an account that has permissions to distribute Teams Apps.</span></p>\n</li>\n<li style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\">\n<p><span style=\"font-size: 14px;\">In the left hand menu, click<em>&nbsp;</em><strong>Show All</strong></span></p>\n</li>\n</ol>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_71eee3bb-c4f2-4e03-a71c-4eff6918b1b6.png\" width=\"158\" height=\"220\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p><span style=\"font-size: 14px;\">3. Navigate to&nbsp;<strong>Settings &gt; Integrated Apps</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_bd02f28d-8720-46bf-b85f-742fcfe3efa1.png\" width=\"170\" height=\"317\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p><span style=\"font-size: 14px;\">4. Press&nbsp;<strong>Upload custom apps</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_2c113914-207b-48c6-b1c8-7662371f96c0.png\" width=\"231\" height=\"147\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p><span style=\"font-size: 14px;\">5. Set the&nbsp;<strong>App type</strong>&nbsp;dropdown to&nbsp;<strong>Teams App</strong>&nbsp;and press&nbsp;<strong>Choose File</strong><em>.&nbsp;</em>In the file dialog, choose the manifest zip file you downloaded from Theta Assist in Step 4 and press <strong>Open</strong>.</span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_51654eb6-c614-48ef-93e4-3e9092469a25.png\" width=\"225\" height=\"101\" border=\"0\"></div>\n<p style=\"margin: 0cm 0cm 0cm 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">6. Press&nbsp;<strong>Next</strong> twice.</span></p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">7. Choose who in your organization you would like to deploy the Theta Assist teams app to and press&nbsp;<strong>Next</strong>.</span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_091a498e-ad8d-4de4-8b5e-b0144b23b770.png\" width=\"260\" height=\"250\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">8. Press&nbsp;<strong>Accept permissions</strong><em>.</em></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_db728d38-4234-48d4-9b53-33f5ca025512.png\" width=\"148\" height=\"97\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">9. Press&nbsp;<strong>Accept</strong> in the pop-up that opens (you may be prompted to sign in first). Then press&nbsp;<strong>Next</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_3e9647d6-2a18-4ae6-a254-ac4cd4a7105d.png\" width=\"224\" height=\"270\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 0cm 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">10. Once the pop-up closes, press&nbsp;<strong>Finish deployment</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">11. Once the deployment has finished, press<em>&nbsp;</em><strong>Done</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_18f30671-9c97-48d1-b729-ec34fbf27cb1.png\" width=\"207\" height=\"136\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\"><strong>Option 2 – Teams Admin Center</strong></p>\n<ol>\n<li style=\"line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">Log in to Teams Admin Center. You will need to use an account that has permissions to manage Teams Apps.</span></li>\n<li style=\"line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">Navigate to&nbsp;<strong>Manage Apps</strong></span></li>\n</ol>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_3c13ac76-d84e-422a-b2ef-401db7ec03bd.png\" width=\"133\" height=\"188\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">3. Press&nbsp;<strong>Actions</strong>&nbsp;and then&nbsp;<strong>Upload new app</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_5df1ca27-1ce5-4d47-9ff6-be86f8bdef20.png\" width=\"239\" height=\"123\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">4. Press&nbsp;<strong>Upload</strong>&nbsp;and then choose the manifest zip file you downloaded in step 4 using the file dialog.</span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_6a9b3a3f-58b3-4aef-9830-29fa1411491b.png\" width=\"164\" height=\"127\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">5. Once the app is added, close the pop-up and navigate to&nbsp;<strong>Setup policies</strong><em>&nbsp;</em>and press&nbsp;<strong>Add</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_b2c084e9-887b-4e1a-9efd-887e95da9a20.png\" width=\"165\" height=\"148\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">6. Give the policy a name&nbsp;e.g. Theta Assist</span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_2833d4c9-5424-4cd9-8142-a20a4000547a.png\" width=\"263\" height=\"118\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">7. Under&nbsp;<strong>Installed apps</strong>, press&nbsp;<strong>Add apps</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_34f4b70c-1ca8-4e82-a979-3f6588c4c32b.png\" width=\"203\" height=\"179\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">8. In the side bar that appears, search for Theta Assist, select it and press <strong>Add</strong>&nbsp;</span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_f27d0086-9b97-4773-9453-0542b77d6598.png\" width=\"139\" height=\"198\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">9. Scroll down to&nbsp;<strong>Pinned apps&nbsp;</strong>and press<strong>&nbsp;Add apps</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_2f1ce3d0-1535-4da9-9e8b-926973832c57.png\" width=\"227\" height=\"167\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">10. In the side bar that appears, search for Theta Assist, select it and press&nbsp;<strong>Add</strong></span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_0e0dc44e-30ec-4e79-a620-60fe53e11663.png\" width=\"127\" height=\"206\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt 0px; line-height: 115%; font-size: 14px; font-family: Aptos, sans-serif;\"><span style=\"font-size: 14px;\">12. Finally press&nbsp;<strong>Save</strong>&nbsp;at the bottom of the page.</span></p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p>\n<div><img src=\"https://storage.faqbot.nz/prod/0d5220bc9ad14992d05108dccd460f35/files/article_pasted_image_teams-app-installing-for-your-organisation_6ea68e6a-931a-432b-9b38-14227e86aed9.png\" width=\"223\" height=\"223\" border=\"0\"></div>\n<p>&nbsp;</p>\n<p style=\"margin: 0cm 0cm 8pt; line-height: 18.4px; font-size: medium; font-family: Aptos, sans-serif; color: #000000; font-style: normal; font-weight: 400; text-align: start;\">&nbsp;</p></body></html>","description":"","isMarkdown":false,"publishedOnUtc":"2026-03-10T03:54:45.9092905","modifiedOnUtc":"2025-05-11T23:09:13.162558"}