To facilitate your account setup, we have created an Integration to allow you to manage part of your Officevibe account through Office 365. With this integration, you can automate adding new employees, removing employees who have left the company, and having your Teams synced by having Officevibe sync with your Active Directory. The Daily Sync feature will also remove any employees who are no longer in your Office365 account from your Officevibe account.
With the Office365 integration, you can:
- Add & Remove Employees
- Synchronize your Teams
- Setup Single Sign-On for easy login
- Syncs profile photos
-
Officevibe notifications through Microsoft Teams
An Administrator of your Officevibe account must set up the integration.
1. Connect with Office 365
Go to Settings > Integrations. Then click one of the tabs to select the type of integration you want for Office 365:
- Provisioning: Officevibe will automatically invite all employees currently in your system once the integration is active. Then, moving forward, it will send invites to new employees added to your system and deactivate employees that are removed from your system.
- Communications: Officevibe will use Office 365 as the default communication channel for notifications (e.g., surveys, new feedback, 1-on-1, etc.).
After opening one of those tabs, click the Configure button to the right of the Office 365 option. You will then be asked to enter your credentials and allow Officevibe to perform certain actions. To complete this step, you will be required to fill in the below details:
- First and Last Name.
- Job Title
- Profile Picture
If the job title and profile picture aren't available, it's fine, but the; email, first and last name are mandatory. If the login is not working, please review your permissions, as you must be an admin of the Office 365 account.
2. Invite Teams from Office 365
You can either invite everyone in Office 365 to Officevibe or select specific Office 365 Teams.
3. Link Officevibe Teams with Office 365 Teams (optional)
If you create Teams in Officevibe, you can map them to your existing Office 365 Teams so new employees can automatically be added to the appropriate Officevibe Teams. You can optionally add their Hire Date. If a member is removed in Office 365, they will be removed from Officevibe Teams. Enter the O365 Team name in the box to proceed.
Note: You must first create your Officevibe Teams via your Organization Settings - Teams - click the blue Create Team button and then come to this page (under Integrations) to map them out. Also, for team mapping, we use the groups in O365 and Google.
4. Turn on the Daily Sync
You're now all set to turn on the Daily Sync. To do so, you will click on the Save & Activate button at the bottom. The sync will then run the next day.
Note: If you prefer to activate the sync right away without waiting for it to run, you can manually push the sync by clicking on the Start Synchronization button. This activation sends invitations to those you set up in the sync.
Note: A sync can always be deactivated by clicking on the View Settings button and selecting the Deactivate button at the bottom.
5. Office 365 Single Sign-On (optional)
If you wish for your employees to click on the Office 365 button when logging in to log in with their O365 credentials automatically, you can activate Single Sign-On. If you have already logged in to your Office 365 account, you will simply click on the Single Sign-on tab and the Activate button. As long as the emails match in Officevibe and O365, the employees can log in using the SSO button.
Note: Your employees will still be able to log in manually even if the SSO option is set up unless the Force SSO is turned on in the Organization's settings.
All members of your account will have to click on the Office 365 logo below to log in for as long as your SSO with O365 is Activated.