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Why

Microsoft Teams Integration allows you to:

  • Create a Microsoft Teams channel associated to an incident.
  • Create a Microsoft Teams tab linked to the incident in the associated Microsoft Teams channel.

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Installation in Rootly ( required)

You can setup this integration as a logged in admin user in the integrations page.

We recommend you integrating with a service account to make sure the integration doesn’t break if a user leaves your company.

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Oauth Permissions

Your selected workspace needs the following oauth permissions:

  • offline_access
    • This permission is needed for to perform OAuth authentication.
  • User.Read
    • Allows Rootly to have user information about who integrated the account. This permission is needed for our OAuth strategy.
  • Team.ReadBasic.All
    • Read the names and descriptions of teams, on behalf of the signed-in user.
  • ChatMessage.Send
    • Allows an app to send channel messages in Microsoft Teams, on behalf of the signed-in user.
  • Channel.Create
    • Create channels in any team, on behalf of the signed-in user.
  • Channel.ReadBasic.All
    • Read channel names and channel descriptions, on behalf of the signed-in user.
  • ChannelMessage.Send
    • Allows an app to send channel messages in Microsoft Teams, on behalf of the signed-in user.
  • ChannelMessage.ReadWrite
    • Allows the app to read and write channel messages, on behalf of the signed-in user.
  • ChannelSettings.ReadWrite.All
    • Add and remove members from channels, on behalf of the signed-in user.
  • ChannelMember.ReadWrite.All
    • Read and write the names, descriptions, and settings of all channels, on behalf of the signed-in user.
  • TeamsTab.ReadWriteSelfForChat
    • Allows a Teams app to read, install, upgrade, and uninstall its own tabs in chats the signed-in user can access.
  • TeamsTab.ReadWriteSelfForTeam
    • Allows a Teams app to read, install, upgrade, and uninstall its own tabs to teams the signed-in user can access.
  • TeamsAppInstallation.ReadWriteSelfForTeam
    • Allows a Teams app to read, install, upgrade, and uninstall itself to teams the signed-in user can access.

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Installation in Microsoft Teams ( required )

  1. After authorizing the integration on Rootly, switch to Microsoft Teams. On the left-hand side, go to ”+ Apps” search for Rootly in the store and click “Add”.
  2. On this screen. click the dropdown next to “Add” and choose a primary channel for the Team you’d like to install the bot
  1. Click the dropdown next to “Add” and choose “Add to a team.” Select a team and a primary channel (we recommend the General channel) to install both the bot and the Rootly tab. Then, click “Set Up.” Note: You will need to install the bot for each team that requires access to the Rootly tab for tasks such as creating and managing incidents.
  2. After clicking “Set Up,” a confirmation modal will appear, guiding you to press “Save” to finalize the app installation. Optionally, you can also post a message to the channel announcing the new Rootly tab.

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Uninstall

  1. Login to your Microsoft Teams account.
  2. Click Manage > Installed Apps or search for the Rootly App.
  3. Click the Rootly app.
  4. Click Uninstall.

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Support

If you need help or more information about this integration, please contact support@rootly.com or use the lower right chat widget to get connected with an engineer.

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